NL
AMJ

NWAM LLC’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

NWAM LLC’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
-4,801
Closed -$223K – 285
2013
Q4 		$223K Sell
4,801
-497
-9% -$22.4K 0.12% 148
2013
Q3 		$236K Buy
5,298
+232
+5% +$10.7K 0.11% 151
2013
Q2 		$236K Buy
+5,066
New +$235K 0.12% 149

Other funds holding AMJ

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

NWAM LLC's AMJ Position: Q1 2014 in Review

NWAM LLC sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2014, closing a stake of 4,801 shares — an estimated $223K sold.

NWAM LLC first reported a position in AMJ in Q2 2013 and held it in 3 quarters. The position peaked at $236K in Q3 2013. 272 funds tracked by Wall St. Rank hold AMJ as of Q1 2014.

  • NWAM LLC reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2014 after selling out during the quarter.
  • NWAM LLC sold 4,801 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2014, an estimated $223K.
  • NWAM LLC first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 3 quarters.
  • NWAM LLC's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $236K in Q3 2013.
  • 272 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2014.

Based on NWAM LLC's 13F filing for Q1 2014, filed 9 Sep 2016.