Mariner Wealth Advisors (Cincinnati)’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Mariner Wealth Advisors (Cincinnati)’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	-8,709	Closed	-$246K	–	293
2017 Q3	$246K	Sell	8,709 -482,993	-98%	-$13.9M	0.02%	244
2017 Q2	$14.6M	Sell	491,702 -7,070	-1%	-$217K	1.02%	37
2017 Q1	$16.1M	Buy	498,772 +127,279	+34%	+$4.16M	1.16%	31
2016 Q4	$11.7M	Buy	371,493 +48,222	+15%	+$1.47M	0.91%	47
2016 Q3	$10.2M	Buy	323,271 +30,635	+10%	+$964K	0.87%	48
2016 Q2	$9.31M	Buy	292,636 +19,095	+7%	+$569K	0.83%	47
2016 Q1	$7.41M	Buy	273,541 +3,784	+1%	+$95.4K	0.73%	48
2015 Q4	$7.82M	Buy	+269,757	New	+$8.28M	0.76%	47

Other funds holding AMJ

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

CBU

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

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Mariner Wealth Advisors (Cincinnati)'s AMJ Position: Q4 2017 in Review

Mariner Wealth Advisors (Cincinnati) sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 8,709 shares — an estimated $246K sold.

Mariner Wealth Advisors (Cincinnati) first reported a position in AMJ in Q4 2015 and held it in 8 quarters. The position peaked at $16.1M in Q1 2017. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

Mariner Wealth Advisors (Cincinnati) reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
Mariner Wealth Advisors (Cincinnati) sold 8,709 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $246K.
Mariner Wealth Advisors (Cincinnati) first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 8 quarters.
Mariner Wealth Advisors (Cincinnati)'s JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $16.1M in Q1 2017.
315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Mariner Wealth Advisors (Cincinnati)'s 13F filing for Q4 2017, filed 12 Feb 2018.