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

LBA 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
-3,048
Closed -$88K – 448
2015
Q4 		$88K Buy
+3,048
New +$93.5K 0.05% 173

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Fund Evaluation Group
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
Brinker Capital
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

LBA Wealth Management's AMJ Position: Q1 2016 in Review

LBA Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2016, closing a stake of 3,048 shares — an estimated $88K sold.

LBA Wealth Management first reported a position in AMJ in Q4 2015 and held it in 1 quarter. The position peaked at $88K in Q4 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

  • LBA 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.
  • LBA Wealth Management sold 3,048 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $88K.
  • LBA 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.
  • LBA Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $88K 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 LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.