Independent Portfolio Consultants’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Independent Portfolio Consultants’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
2017 Q2	$313K	Sell	10,554 -3,136	-23%	-$96.4K	0.13%	234
2017 Q1	$442K	Buy	13,690 +300	+2%	+$9.8K	0.15%	221
2016 Q4	$423K	Buy	13,390 +375	+3%	+$11.4K	0.14%	231
2016 Q3	$410K	Buy	13,015 +2,020	+18%	+$63.6K	0.13%	250
2016 Q2	$350K	Sell	10,995 -35,120	-76%	-$1.05M	0.11%	257
2016 Q1	$1.25M	Buy	46,115 +11,875	+35%	+$300K	0.35%	87
2015 Q4	$992K	Sell	34,240 -38,705	-53%	-$1.19M	0.29%	104
2015 Q3	$2.22M	Sell	72,945 -15,035	-17%	-$541K	0.48%	52
2015 Q2	$3.48M	Buy	87,980 +6,910	+9%	+$300K	0.7%	22
2015 Q1	$3.47M	Sell	81,070 -40,037	-33%	-$1.77M	0.71%	23
2014 Q4	$5.57M	Buy	121,107 +108,424	+855%	+$5.3M	1.12%	2
2014 Q3	$673K	Buy	12,683 +10,258	+423%	+$538K	0.18%	158
2014 Q2	$127K	Buy	+2,425	New	+$119K	0.04%	498

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

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

FEG

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

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 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

Independent Portfolio Consultants's AMJ Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 23% in Q2 2017, selling an estimated $96.4K and leaving 10,554 shares worth $313K. The position accounts for 0.13% of the portfolio, ranked #234.

Independent Portfolio Consultants first reported a position in AMJ in Q2 2014 and has held it in 13 quarters since. The position peaked at $5.57M in Q4 2014. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

Independent Portfolio Consultants held 10,554 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $313K as of Q2 2017.
Independent Portfolio Consultants sold 3,136 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $96.4K.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.13% of Independent Portfolio Consultants's portfolio in Q2 2017, its #234 holding.
Independent Portfolio Consultants first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and has held it in 13 quarters since.
Independent Portfolio Consultants's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.57M in Q4 2014.
302 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.