HP
AMJ

HT Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

HT Partners’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
2015
Q1 		– Sell
-8,217
Closed -$378K – 53
2014
Q4 		$378K Hold
8,217
– – 0.24% 29
2014
Q3 		$435K Hold
8,217
– – 0.22% 21
2014
Q2 		$432K Hold
8,217
– – 0.23% 23
2014
Q1 		$382K Sell
8,217
-5,832
-42% -$269K 0.25% 18
2013
Q4 		$651K Hold
14,049
– – 0.42% 25
2013
Q3 		$627K Buy
14,049
+5,150
+58% +$237K 0.41% 27
2013
Q2 		$415K Buy
+8,899
New +$412K 0.35% 33

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
CB
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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

HT Partners's AMJ Position: Q1 2015 in Review

HT Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2015, closing a stake of 8,217 shares — an estimated $378K sold.

HT Partners first reported a position in AMJ in Q2 2013 and held it in 7 quarters. The position peaked at $651K in Q4 2013. 314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

  • HT Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2015 after selling out during the quarter.
  • HT Partners sold 8,217 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2015, an estimated $378K.
  • HT Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 7 quarters.
  • HT Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $651K in Q4 2013.
  • 314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on HT Partners's 13F filing for Q1 2015, filed 22 Apr 2015.