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

Lenox 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
2017 Q4	–	Sell	-7,895	Closed	-$222K	–	522
2017 Q3	$222K	Hold	7,895	–	–	0.08%	125
2017 Q2	$234K	Buy	7,895 +1,164	+17%	+$35.8K	0.09%	123
2017 Q1	$217K	Buy	6,731 +1,188	+21%	+$38.8K	0.16%	35
2016 Q4	$175K	Buy	5,543 +119	+2%	+$3.63K	0.13%	34
2016 Q3	$171K	Sell	5,424 -177	-3%	-$5.57K	0.14%	34
2016 Q2	$178K	Sell	5,601 -952	-15%	-$28.4K	0.13%	37
2016 Q1	$178K	Buy	6,553 +1,527	+30%	+$38.5K	0.12%	38
2015 Q4	$146K	Buy	+5,026	New	+$154K	0.11%	46

Other funds holding AMJ

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

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

DCC

Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $80.2B AUM 51.53% 1-Year Est. Return

Lenox Wealth Management's AMJ Position: Q4 2017 in Review

Lenox Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 7,895 shares — an estimated $222K sold.

Lenox Wealth Management first reported a position in AMJ in Q4 2015 and held it in 8 quarters. The position peaked at $234K in Q2 2017. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

Lenox Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
Lenox Wealth Management sold 7,895 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $222K.
Lenox Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 8 quarters.
Lenox Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $234K in Q2 2017.
315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Lenox Wealth Management's 13F filing for Q4 2017, filed 24 Jan 2018.