GIM
AMJ

Goelzer Investment Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Goelzer Investment Management’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
2017
Q1 		– Sell
-13,120
Closed -$415K – 203
2016
Q4 		$415K Buy
+13,120
New +$401K 0.05% 165
2014
Q1 		– Sell
-7,318
Closed -$339K – 199
2013
Q4 		$339K Buy
+7,318
New +$330K 0.06% 167

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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Goelzer Investment Management's AMJ Position: Q1 2017 in Review

Goelzer Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2017, closing a stake of 13,120 shares — an estimated $415K sold.

Goelzer Investment Management first reported a position in AMJ in Q4 2013 and held it in 2 quarters. The position peaked at $415K in Q4 2016. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • Goelzer Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2017 after selling out during the quarter.
  • Goelzer Investment Management sold 13,120 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2017, an estimated $415K.
  • Goelzer Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 2 quarters.
  • Goelzer Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $415K in Q4 2016.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

Based on Goelzer Investment Management's 13F filing for Q1 2017, filed 5 May 2017.