IF
AMJ

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

IRON Financial’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
Q3 		– Sell
-149,440
Closed -$7.83M – 84
2014
Q2 		$7.83M Buy
+149,440
New +$7.36M 6.92% 3
2014
Q1 		– Sell
-77,279
Closed -$3.58M – 86
2013
Q4 		$3.58M Buy
+77,279
New +$3.49M 3.65% 12

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 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
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
MCM
MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

IRON Financial's AMJ Position: Q3 2014 in Review

IRON Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2014, closing a stake of 149,440 shares — an estimated $7.83M sold.

IRON Financial first reported a position in AMJ in Q4 2013 and held it in 2 quarters. The position peaked at $7.83M in Q2 2014. 298 funds tracked by Wall St. Rank hold AMJ as of Q3 2014.

  • IRON Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2014 after selling out during the quarter.
  • IRON Financial sold 149,440 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2014, an estimated $7.83M.
  • IRON Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 2 quarters.
  • IRON Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $7.83M in Q2 2014.
  • 298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2014.

Based on IRON Financial's 13F filing for Q3 2014, filed 22 Oct 2014.