SAM
AMJ

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

SignalPoint Asset 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
Q1 		– Sell
-9,252
Closed -$292K – 213
2016
Q4 		$292K Sell
9,252
-187
-2% -$5.71K 0.08% 205
2016
Q3 		$297K Buy
9,439
+383
+4% +$12.1K 0.08% 187
2016
Q2 		$288K Sell
9,056
-213
-2% -$6.34K 0.12% 182
2016
Q1 		$251K Buy
9,269
+224
+2% +$5.65K 0.11% 182
2015
Q4 		$262K Buy
9,045
+46
+0.5% +$1.41K 0.11% 153
2015
Q3 		$273K Buy
8,999
+61
+0.7% +$2.19K 0.12% 138
2015
Q2 		$383K Hold
8,938
– – 0.16% 115
2015
Q1 		$383K Buy
8,938
+363
+4% +$16K 0.16% 115
2014
Q4 		$394K Buy
8,575
+504
+6% +$24.6K 0.18% 98
2014
Q3 		$428K Buy
8,071
+4
+0% +$210 0.21% 93
2014
Q2 		$423K Buy
8,067
+4
+0% +$197 0.19% 94
2014
Q1 		$375K Sell
8,063
-563
-7% -$26K 0.17% 94
2013
Q4 		$400K Sell
8,626
-7,947
-48% -$358K 0.18% 97
2013
Q3 		$1.13M Buy
+16,573
New +$762K 0.72% 46

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

SignalPoint Asset Management's AMJ Position: Q1 2017 in Review

SignalPoint Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2017, closing a stake of 9,252 shares — an estimated $292K sold.

SignalPoint Asset Management first reported a position in AMJ in Q3 2013 and held it in 14 quarters. The position peaked at $1.13M in Q3 2013. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • SignalPoint Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2017 after selling out during the quarter.
  • SignalPoint Asset Management sold 9,252 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2017, an estimated $292K.
  • SignalPoint Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 14 quarters.
  • SignalPoint Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.13M in Q3 2013.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

Based on SignalPoint Asset Management's 13F filing for Q1 2017, filed 2 May 2017.