NFG
AMJ

Nadler Financial Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Nadler Financial Group’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
Q2 		– Sell
-6,366
Closed -$206K – 82
2017
Q1 		$206K Buy
+6,366
New +$208K 0.07% 76
2016
Q1 		– Sell
-8,015
Closed -$232K – 89
2015
Q4 		$232K Sell
8,015
-1,580
-16% -$48.5K 0.1% 76
2015
Q3 		$292K Sell
9,595
-1,710
-15% -$61.5K 0.15% 61
2015
Q2 		$448K Sell
11,305
-525
-4% -$22.8K 0.21% 45
2015
Q1 		$506K Sell
11,830
-8,175
-41% -$361K 0.24% 37
2014
Q4 		$919K Sell
20,005
-10,318
-34% -$505K 0.48% 22
2014
Q3 		$1.61M Buy
30,323
+10,679
+54% +$560K 0.96% 14
2014
Q2 		$1.03M Buy
19,644
+3,460
+21% +$170K 0.65% 16
2014
Q1 		$753K Sell
16,184
-1,021
-6% -$47.1K 0.5% 25
2013
Q4 		$797K Sell
17,205
-4,907
-22% -$221K 0.52% 23
2013
Q3 		$986K Buy
22,112
+1,014
+5% +$46.6K 0.72% 20
2013
Q2 		$984K Buy
+21,098
New +$977K 0.69% 23

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Nadler Financial Group's AMJ Position: Q2 2017 in Review

Nadler Financial Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2017, closing a stake of 6,366 shares — an estimated $206K sold.

Nadler Financial Group first reported a position in AMJ in Q2 2013 and held it in 12 quarters. The position peaked at $1.61M in Q3 2014. 302 funds tracked by Wall St. Rank hold AMJ as of Q2 2017.

  • Nadler Financial Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2017 after selling out during the quarter.
  • Nadler Financial Group sold 6,366 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2017, an estimated $206K.
  • Nadler Financial Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 12 quarters.
  • Nadler Financial Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.61M in Q3 2014.
  • 302 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2017.

Based on Nadler Financial Group's 13F filing for Q2 2017, filed 13 Jul 2017.