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

Mariner Wealth Advisors (NYC)’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
2015 Q1	$1.09M	Buy	+25,374	New	+$1.12M	0.52%	15

Other funds holding AMJ

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

DCC

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

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

CBU

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s AMJ Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2015: 25,374 shares worth $1.09M. The stake represents 0.52% of the portfolio and ranks #15 among its holdings.

314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

Mariner Wealth Advisors (NYC) held 25,374 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $1.09M as of Q1 2015.
JP Morgan Alerian MLP Index ETN 5/24/24 was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.52% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #15 holding.
314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.