RFM
AMJ

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

Royal Fund 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
2017
Q3 		– Sell
-21
Closed – – 533
2017
Q2 		$0 Buy
+21
New +$645 ﹤0.01% 524

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
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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Royal Fund Management's AMJ Position: Q3 2017 in Review

Royal Fund Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 21 shares.

Royal Fund Management first reported a position in AMJ in Q2 2017 and held it in 1 quarter. The position peaked at $0 in Q2 2017. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

  • Royal Fund Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
  • Royal Fund Management sold 21 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017.
  • Royal Fund Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2017 and held it in 1 quarter.
  • Royal Fund Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $0 in Q2 2017.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on Royal Fund Management's 13F filing for Q3 2017, filed 7 May 2020.