HL Financial Services
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HL Financial Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

HL Financial Services’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
Q4 		– Sell
-4,169
Closed -$221K – 710
2014
Q3 		$221K Sell
4,169
-398
-9% -$20.9K 0.01% 634
2014
Q2 		$239K Buy
4,567
+3
+0.1% +$148 0.01% 617
2014
Q1 		$212K Sell
4,564
-2,997
-40% -$138K 0.01% 613
2013
Q4 		$350K Buy
7,561
+878
+13% +$39.6K 0.01% 469
2013
Q3 		$298K Sell
6,683
-1,260
-16% -$57.9K 0.01% 471
2013
Q2 		$370K Buy
+7,943
New +$368K 0.01% 392

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

HL Financial Services's AMJ Position: Q4 2014 in Review

HL Financial Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2014, closing a stake of 4,169 shares — an estimated $221K sold.

HL Financial Services first reported a position in AMJ in Q2 2013 and held it in 6 quarters. The position peaked at $370K in Q2 2013. 327 funds tracked by Wall St. Rank hold AMJ as of Q4 2014.

  • HL Financial Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2014 after selling out during the quarter.
  • HL Financial Services sold 4,169 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2014, an estimated $221K.
  • HL Financial Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 6 quarters.
  • HL Financial Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $370K in Q2 2013.
  • 327 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2014.

Based on HL Financial Services's 13F filing for Q4 2014, filed 21 Jan 2015.