MWM
AMJ

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

Merriman 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
2015
Q2 		– Sell
-4,615
Closed -$200K – 44
2015
Q1 		$200K Sell
4,615
-4,219
-48% -$186K 0.2% 44
2014
Q4 		$388K Buy
8,834
+4,500
+104% +$220K 0.56% 28
2014
Q3 		$221K Buy
4,334
+450
+12% +$23.6K 0.29% 37
2014
Q2 		$202K Sell
3,884
-300
-7% -$14.8K 0.2% 34
2014
Q1 		$209K Buy
+4,184
New +$193K 0.22% 38

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
RC
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

Merriman Wealth Management's AMJ Position: Q2 2015 in Review

Merriman Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2015, closing a stake of 4,615 shares — an estimated $200K sold.

Merriman Wealth Management first reported a position in AMJ in Q1 2014 and held it in 5 quarters. The position peaked at $388K in Q4 2014. 288 funds tracked by Wall St. Rank hold AMJ as of Q2 2015.

  • Merriman Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2015 after selling out during the quarter.
  • Merriman Wealth Management sold 4,615 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2015, an estimated $200K.
  • Merriman Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2014 and held it in 5 quarters.
  • Merriman Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $388K in Q4 2014.
  • 288 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2015.

Based on Merriman Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.