TWA
AMJ

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

TCI Wealth 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
2016
Q2 		– Sell
-1,096
Closed -$30K – 1395
2016
Q1 		$30K Buy
+1,096
New +$27.6K 0.02% 367
2013
Q4 		– Sell
-30
Closed -$1K – 894
2013
Q3 		$1K Hold
30
– – ﹤0.01% 739
2013
Q2 		$1K Buy
+30
New +$1.39K ﹤0.01% 674

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
DCC
Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
SFG
Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

TCI Wealth Advisors's AMJ Position: Q2 2016 in Review

TCI Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2016, closing a stake of 1,096 shares — an estimated $30K sold.

TCI Wealth Advisors first reported a position in AMJ in Q2 2013 and held it in 3 quarters. The position peaked at $30K in Q1 2016. 292 funds tracked by Wall St. Rank hold AMJ as of Q2 2016.

  • TCI Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2016 after selling out during the quarter.
  • TCI Wealth Advisors sold 1,096 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2016, an estimated $30K.
  • TCI Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 3 quarters.
  • TCI Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $30K in Q1 2016.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2016.

Based on TCI Wealth Advisors's 13F filing for Q2 2016, filed 9 Aug 2016.