Modera Wealth Management
AMJ icon

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

Modera 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
2014
Q1 		– Sell
-10,366
Closed -$480K – 87
2013
Q4 		$480K Buy
+10,366
New +$468K 0.18% 46

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RegentAtlantic Capital
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Modera Wealth Management's AMJ Position: Q1 2014 in Review

Modera Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2014, closing a stake of 10,366 shares — an estimated $480K sold.

Modera Wealth Management first reported a position in AMJ in Q4 2013 and held it in 1 quarter. The position peaked at $480K in Q4 2013. 272 funds tracked by Wall St. Rank hold AMJ as of Q1 2014.

  • Modera Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2014 after selling out during the quarter.
  • Modera Wealth Management sold 10,366 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2014, an estimated $480K.
  • Modera Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 1 quarter.
  • Modera Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $480K in Q4 2013.
  • 272 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2014.

Based on Modera Wealth Management's 13F filing for Q1 2014, filed 9 May 2014.