SWM
AMJ

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

SVA Wealth 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
2016
Q1 		– Sell
-43,583
Closed -$1.26M – 215
2015
Q4 		$1.26M Sell
43,583
-62,807
-59% -$1.93M 0.22% 100
2015
Q3 		$3.23M Buy
106,390
+99,008
+1,341% +$3.56M 0.6% 56
2015
Q2 		$292K Buy
+7,382
New +$321K 0.05% 178

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 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 $1.81B AUM 22.3% 1-Year Est. Return
BC
Brinker Capital Berwyn, Pennsylvania $3.13B AUM 9.04% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

SVA Wealth Management's AMJ Position: Q1 2016 in Review

SVA Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2016, closing a stake of 43,583 shares — an estimated $1.26M sold.

SVA Wealth Management first reported a position in AMJ in Q2 2015 and held it in 3 quarters. The position peaked at $3.23M in Q3 2015. 269 funds tracked by Wall St. Rank hold AMJ as of Q1 2016.

  • SVA Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2016 after selling out during the quarter.
  • SVA Wealth Management sold 43,583 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2016, an estimated $1.26M.
  • SVA Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 3 quarters.
  • SVA Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.23M in Q3 2015.
  • 269 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2016.

Based on SVA Wealth Management's 13F filing for Q1 2016, filed 9 May 2016.