GSC
AMJ

Ground Swell Capital’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Ground Swell Capital’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
2014
Q3 		– Sell
-400
Closed -$21K – 2838
2014
Q2 		$21K Buy
+400
New +$19.7K 0.04% 391

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $17.7B AUM 18.87% 1-Year Est. Return

Ground Swell Capital's AMJ Position: Q3 2014 in Review

Ground Swell Capital sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2014, closing a stake of 400 shares — an estimated $21K sold.

Ground Swell Capital first reported a position in AMJ in Q2 2014 and held it in 1 quarter. The position peaked at $21K in Q2 2014. 298 funds tracked by Wall St. Rank hold AMJ as of Q3 2014.

  • Ground Swell Capital reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2014 after selling out during the quarter.
  • Ground Swell Capital sold 400 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2014, an estimated $21K.
  • Ground Swell Capital first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 1 quarter.
  • Ground Swell Capital's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $21K in Q2 2014.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2014.

Based on Ground Swell Capital's 13F filing for Q3 2014, filed 6 Nov 2014.