MassMutual Private Wealth & Trust’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

MassMutual Private Wealth & Trust’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 Q2	$17.5K	Buy	+551	New	+$16.4K	﹤0.01%	466
2015 Q4	–	Sell	-84	Closed	-$4.46K	–	971
2015 Q3	$4.46K	Buy	+84	New	+$3.02K	﹤0.01%	634
2015 Q2	–	Sell	-84	Closed	-$3.6K	–	832
2015 Q1	$3.6K	Hold	84	–	–	﹤0.01%	618
2014 Q4	$3.86K	Hold	84	–	–	﹤0.01%	522
2014 Q3	$4.46K	Buy	+84	New	+$4.4K	﹤0.01%	613

Other funds holding AMJ

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

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

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

HTC

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

CBU

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

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

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

MassMutual Private Wealth & Trust's AMJ Position: Q2 2016 in Review

MassMutual Private Wealth & Trust opened a new position in JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2016: 551 shares worth $17.5K. The stake represents ﹤0.01% of the portfolio and ranks #466 among its holdings. This is a return to the name: MassMutual Private Wealth & Trust previously reported a position in AMJ as recently as Q3 2015.

MassMutual Private Wealth & Trust first reported a position in AMJ in Q3 2014 and has held it in 5 quarters since. 292 funds tracked by Wall St. Rank hold AMJ as of Q2 2016.

MassMutual Private Wealth & Trust held 551 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $17.5K as of Q2 2016.
JP Morgan Alerian MLP Index ETN 5/24/24 was a new MassMutual Private Wealth & Trust position in Q2 2016.
JP Morgan Alerian MLP Index ETN 5/24/24 made up ﹤0.01% of MassMutual Private Wealth & Trust's portfolio in Q2 2016, its #466 holding.
MassMutual Private Wealth & Trust first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and has held it in 5 quarters since.
292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2016.

Based on MassMutual Private Wealth & Trust's 13F filing for Q2 2016, filed 10 Aug 2016.