NCM
AMJ

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

Nelson Capital 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
-42
Closed -$2K – 283
2015
Q1 		$2K Hold
42
– – ﹤0.01% 254
2014
Q4 		$2K Sell
42
-532
-93% -$26K ﹤0.01% 289
2014
Q3 		$30K Buy
+574
New +$30.1K 0.01% 149

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

Nelson Capital Management's AMJ Position: Q2 2015 in Review

Nelson Capital Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2015, closing a stake of 42 shares — an estimated $2K sold.

Nelson Capital Management first reported a position in AMJ in Q3 2014 and held it in 3 quarters. The position peaked at $30K in Q3 2014. 288 funds tracked by Wall St. Rank hold AMJ as of Q2 2015.

  • Nelson Capital Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2015 after selling out during the quarter.
  • Nelson Capital Management sold 42 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2015, an estimated $2K.
  • Nelson Capital Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and held it in 3 quarters.
  • Nelson Capital Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $30K in Q3 2014.
  • 288 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2015.

Based on Nelson Capital Management's 13F filing for Q2 2015, filed 30 Jul 2015.