SMA
AMJ

Simply Money Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Simply Money Advisors’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
-396,877
Closed -$18.2M – 27
2014
Q4 		$18.2M Buy
+396,877
New +$19.4M 2.7% 17
2013
Q4 		– Sell
-210
Closed -$9K – 143
2013
Q3 		$9K Hold
210
– – ﹤0.01% 67
2013
Q2 		$10K Buy
+210
New +$9.72K ﹤0.01% 169

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 24.68% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Simply Money Advisors's AMJ Position: Q1 2015 in Review

Simply Money Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2015, closing a stake of 396,877 shares — an estimated $18.2M sold.

Simply Money Advisors first reported a position in AMJ in Q2 2013 and held it in 3 quarters. The position peaked at $18.2M in Q4 2014. 314 funds tracked by Wall St. Rank hold AMJ as of Q1 2015.

  • Simply Money Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2015 after selling out during the quarter.
  • Simply Money Advisors sold 396,877 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2015, an estimated $18.2M.
  • Simply Money Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 3 quarters.
  • Simply Money Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $18.2M in Q4 2014.
  • 314 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2015.

Based on Simply Money Advisors's 13F filing for Q1 2015, filed 6 Apr 2015.