LWA
AMJ

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

Lowe Wealth Advisors’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
Q3 		– Sell
-535
Closed -$17K – 257
2016
Q2 		$17K Hold
535
– – 0.01% 107
2016
Q1 		$14K Buy
535
+200
+60% +$5.04K 0.01% 115
2015
Q4 		$10K Hold
335
– – 0.01% 131
2015
Q3 		$10K Buy
335
+220
+191% +$7.91K 0.01% 128
2015
Q2 		$5K Buy
+115
New +$5K ﹤0.01% 162

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
FEG
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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Lowe Wealth Advisors's AMJ Position: Q3 2016 in Review

Lowe Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2016, closing a stake of 535 shares — an estimated $17K sold.

Lowe Wealth Advisors first reported a position in AMJ in Q2 2015 and held it in 5 quarters. The position peaked at $17K in Q2 2016. 290 funds tracked by Wall St. Rank hold AMJ as of Q3 2016.

  • Lowe Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2016 after selling out during the quarter.
  • Lowe Wealth Advisors sold 535 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2016, an estimated $17K.
  • Lowe Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 5 quarters.
  • Lowe Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $17K in Q2 2016.
  • 290 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2016.

Based on Lowe Wealth Advisors's 13F filing for Q3 2016, filed 14 Oct 2016.