SCG
AMJ

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

Strategic Capital 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
2014
Q2 		$97K Sell
1,860
-2,949
-61% -$145K 0.03% 171
2014
Q1 		$224K Buy
4,809
+195
+4% +$9K 0.07% 144
2013
Q4 		$214K Sell
4,614
-37,216
-89% -$1.68M 0.17% 107
2013
Q3 		$1.87M Sell
41,830
-253
-0.6% -$11.6K 0.7% 57
2013
Q2 		$1.96M Buy
+42,083
New +$1.95M 0.98% 33

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
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 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
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return

Strategic Capital Group's AMJ Position: Q2 2014 in Review

Strategic Capital Group reduced its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 61% in Q2 2014, selling an estimated $145K and leaving 1,860 shares worth $97K. The position accounts for 0.03% of the portfolio, ranked #171.

Strategic Capital Group first reported a position in AMJ in Q2 2013 and has held it in 5 quarters since. The position peaked at $1.96M in Q2 2013. 291 funds tracked by Wall St. Rank hold AMJ as of Q2 2014.

  • Strategic Capital Group held 1,860 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $97K as of Q2 2014.
  • Strategic Capital Group sold 2,949 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2014, an estimated $145K.
  • JP Morgan Alerian MLP Index ETN 5/24/24 made up 0.03% of Strategic Capital Group's portfolio in Q2 2014, its #171 holding.
  • Strategic Capital Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and has held it in 5 quarters since.
  • Strategic Capital Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.96M in Q2 2013.
  • 291 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2014.

Based on Strategic Capital Group's 13F filing for Q2 2014, filed 14 Jul 2014.