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

Gupta Wealth 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
2016 Q1	$837K	Buy	30,908 +9,863	+47%	+$249K	0.2%	103
2015 Q4	$610K	Sell	21,045 -20,792	-50%	-$638K	0.16%	122
2015 Q3	$1.27M	Sell	41,837 -5,400	-11%	-$194K	0.31%	70
2015 Q2	$1.87M	Sell	47,237 -3,053	-6%	-$133K	0.46%	56
2015 Q1	$2.15M	Buy	+50,290	New	+$2.22M	0.63%	45

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Gupta Wealth Management's AMJ Position: Q1 2016 in Review

Gupta Wealth Management increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 47% in Q1 2016, buying an estimated $249K and bringing the position to 30,908 shares worth $837K. The position accounts for 0.2% of the portfolio, ranked #103.

Gupta Wealth Management first reported a position in AMJ in Q1 2015 and has held it in 5 quarters since. The position peaked at $2.15M in Q1 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

Gupta Wealth Management held 30,908 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $837K as of Q1 2016.
Gupta Wealth Management bought 9,863 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $249K.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.2% of Gupta Wealth Management's portfolio in Q1 2016, its #103 holding.
Gupta Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.15M in Q1 2015.
269 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.