SFM
AMJ

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

Signature Financial 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
Q1 		– Sell
-6,300
Closed -$289K – 97
2014
Q4 		$289K Hold
6,300
– – 0.2% 65
2014
Q3 		$334K Buy
+6,300
New +$330K 0.24% 53

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
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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 28.65% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return

Signature Financial Management's AMJ Position: Q1 2015 in Review

Signature Financial Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2015, closing a stake of 6,300 shares — an estimated $289K sold.

Signature Financial Management first reported a position in AMJ in Q3 2014 and held it in 2 quarters. The position peaked at $334K in Q3 2014. 314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

  • Signature Financial Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2015 after selling out during the quarter.
  • Signature Financial Management sold 6,300 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2015, an estimated $289K.
  • Signature Financial Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and held it in 2 quarters.
  • Signature Financial Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $334K in Q3 2014.
  • 314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on Signature Financial Management's 13F filing for Q1 2015, filed 30 Apr 2015.