SIG
AMJ

Stanford Investment Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Stanford Investment Group’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
-425
Closed -$13K – 315
2016
Q4 		$13K Hold
425
– – 0.01% 286
2016
Q3 		$13K Hold
425
– – 0.01% 293
2016
Q2 		$14K Hold
425
– – 0.01% 281
2016
Q1 		$12K Buy
+425
New +$10.7K 0.01% 285
2015
Q1 		– Sell
-3,744
Closed -$172K – 359
2014
Q4 		$172K Buy
+3,744
New +$183K 0.14% 59

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 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
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Stanford Investment Group's AMJ Position: Q1 2017 in Review

Stanford Investment Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2017, closing a stake of 425 shares — an estimated $13K sold.

Stanford Investment Group first reported a position in AMJ in Q4 2014 and held it in 5 quarters. The position peaked at $172K in Q4 2014. 307 funds tracked by Wall St. Rank hold AMJ as of Q1 2017.

  • Stanford Investment Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 425 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2017, an estimated $13K.
  • Stanford Investment Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 5 quarters.
  • Stanford Investment Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $172K in Q4 2014.
  • 307 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.