HFA
AMJ

Harvest Fund Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Harvest Fund Advisors’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
Q1 		– Sell
-93,457
Closed -$4.33M – 57
2013
Q4 		$4.33M Buy
+93,457
New +$4.22M 0.11% 49

Other funds holding AMJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Harvest Fund Advisors's AMJ Position: Q1 2014 in Review

Harvest Fund Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2014, closing a stake of 93,457 shares — an estimated $4.33M sold.

Harvest Fund Advisors first reported a position in AMJ in Q4 2013 and held it in 1 quarter. The position peaked at $4.33M in Q4 2013. 272 funds tracked by Wall St. Rank hold AMJ as of Q1 2014.

  • Harvest Fund Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2014 after selling out during the quarter.
  • Harvest Fund Advisors sold 93,457 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2014, an estimated $4.33M.
  • Harvest Fund Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 1 quarter.
  • Harvest Fund Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.33M in Q4 2013.
  • 272 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2014.

Based on Harvest Fund Advisors's 13F filing for Q1 2014, filed 14 May 2014.