GAG
AMJ

GM Advisory Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

GM Advisory Group’s Portfolio AMJ Stock Details AMJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-216,511
Closed -$6.82M – 108
2016
Q3 		$6.82M Sell
216,511
-2,417
-1% -$76K 2.54% 16
2016
Q2 		$6.96M Buy
218,928
+11,828
+6% +$352K 2.62% 16
2016
Q1 		$5.88M Buy
+207,100
New +$5.22M 2.53% 14

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

GM Advisory Group's AMJ Position: Q4 2016 in Review

GM Advisory Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2016, closing a stake of 216,511 shares — an estimated $6.82M sold.

GM Advisory Group first reported a position in AMJ in Q1 2016 and held it in 3 quarters. The position peaked at $6.96M in Q2 2016. 318 funds tracked by Wall St. Rank hold AMJ as of Q4 2016.

  • GM Advisory Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2016 after selling out during the quarter.
  • GM Advisory Group sold 216,511 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2016, an estimated $6.82M.
  • GM Advisory Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2016 and held it in 3 quarters.
  • GM Advisory Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $6.96M in Q2 2016.
  • 318 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2016.

Based on GM Advisory Group's 13F filing for Q4 2016, filed 13 Feb 2017.