Trust Company of Vermont’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Trust Company of Vermont’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	–	Sell	-200	Closed	-$8K	–	820
2015 Q2	$8K	Buy	+200	New	+$8.69K	﹤0.01%	684
2014 Q4	–	Sell	-1,000	Closed	-$53K	–	831
2014 Q3	$53K	Hold	1,000	–	–	0.01%	384
2014 Q2	$52K	Buy	+1,000	New	+$49.3K	0.01%	370

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 $3.7B AUM 16.56% 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

Trust Company of Vermont's AMJ Position: Q3 2015 in Review

Trust Company of Vermont sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2015, closing a stake of 200 shares — an estimated $8K sold.

Trust Company of Vermont first reported a position in AMJ in Q2 2014 and held it in 3 quarters. The position peaked at $53K in Q3 2014. 274 funds tracked by Wall St. Rank hold AMJ as of Q3 2015.

Trust Company of Vermont reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2015 after selling out during the quarter.
Trust Company of Vermont sold 200 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2015, an estimated $8K.
Trust Company of Vermont first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 3 quarters.
Trust Company of Vermont's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $53K in Q3 2014.
274 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2015.

Based on Trust Company of Vermont's 13F filing for Q3 2015, filed 29 Oct 2015.