HPWM
AMJ

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

Highland Private 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 		– Sell
-7,525
Closed -$217K – 79
2015
Q4 		$217K Buy
+7,525
New +$231K 0.16% 40

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Highland Private Wealth Management's AMJ Position: Q1 2016 in Review

Highland Private Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2016, closing a stake of 7,525 shares — an estimated $217K sold.

Highland Private Wealth Management first reported a position in AMJ in Q4 2015 and held it in 1 quarter. The position peaked at $217K in Q4 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

  • Highland Private Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2016 after selling out during the quarter.
  • Highland Private Wealth Management sold 7,525 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $217K.
  • Highland Private Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 1 quarter.
  • Highland Private Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $217K in Q4 2015.
  • 269 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2016.

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