RBC
AMJ

Roble Belko & Company’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Roble Belko & Company’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
2016
Q2 		– Sell
-200
Closed -$5K – 306
2016
Q1 		$5K Hold
200
– – ﹤0.01% 202
2015
Q4 		$6K Hold
200
– – ﹤0.01% 169
2015
Q3 		$6K Hold
200
– – ﹤0.01% 160
2015
Q2 		$8K Buy
+200
New +$8.69K ﹤0.01% 165

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.7B AUM 16.56% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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 $11.6B AUM 18.97% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Roble Belko & Company's AMJ Position: Q2 2016 in Review

Roble Belko & Company sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2016, closing a stake of 200 shares — an estimated $5K sold.

Roble Belko & Company first reported a position in AMJ in Q2 2015 and held it in 4 quarters. The position peaked at $8K in Q2 2015. 292 funds tracked by Wall St. Rank hold AMJ as of Q2 2016.

  • Roble Belko & Company reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2016 after selling out during the quarter.
  • Roble Belko & Company sold 200 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2016, an estimated $5K.
  • Roble Belko & Company first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 4 quarters.
  • Roble Belko & Company's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8K in Q2 2015.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2016.

Based on Roble Belko & Company's 13F filing for Q2 2016, filed 11 Aug 2016.