Triangle Peak Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Triangle Peak Partners’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 Q3	$1.51M	Buy	49,634 +27,517	+124%	+$989K	2.73%	11
2015 Q2	$876K	Buy	22,117 +308	+1%	+$13.4K	1.37%	15
2015 Q1	$933K	Sell	21,809 -12,072	-36%	-$532K	1.42%	16
2014 Q4	$1.56M	Buy	33,881 +10,625	+46%	+$520K	2.21%	12
2014 Q3	$1.23M	Sell	23,256 -2,301	-9%	-$121K	1.26%	19
2014 Q2	$1.34M	Sell	25,557 -3,680	-13%	-$181K	1.2%	20
2014 Q1	$1.36M	Hold	29,237	–	–	1.23%	16
2013 Q4	$1.35M	Buy	+29,237	New	+$1.32M	1.29%	16

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HTC

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Triangle Peak Partners's AMJ Position: Q3 2015 in Review

Triangle Peak Partners increased its JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) stake by 124% in Q3 2015, buying an estimated $989K and bringing the position to 49,634 shares worth $1.51M. The position accounts for 2.73% of the portfolio, ranked #11.

Triangle Peak Partners first reported a position in AMJ in Q4 2013 and has held it in 8 quarters since. The position peaked at $1.56M in Q4 2014. 274 funds tracked by Wall St. Rank hold AMJ as of Q3 2015.

Triangle Peak Partners held 49,634 shares of JP Morgan Alerian MLP Index ETN 5/24/24 worth $1.51M as of Q3 2015.
Triangle Peak Partners bought 27,517 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2015, an estimated $989K.
JP Morgan Alerian MLP Index ETN 5/24/24 made up 2.73% of Triangle Peak Partners's portfolio in Q3 2015, its #11 holding.
Triangle Peak Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and has held it in 8 quarters since.
Triangle Peak Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.56M in Q4 2014.
274 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2015.

Based on Triangle Peak Partners's 13F filing for Q3 2015, filed 6 Nov 2015.