UFA
AMJ

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

US Financial 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
-5,602
Closed -$152K – 418
2016
Q1 		$152K Sell
5,602
-9,973
-64% -$252K 0.26% 53
2015
Q4 		$451K Sell
15,575
-2,415
-13% -$74.1K 0.43% 35
2015
Q3 		$547K Sell
17,990
-3,864
-18% -$139K 0.91% 22
2015
Q2 		$865K Buy
21,854
+201
+0.9% +$8.73K 0.82% 18
2015
Q1 		$927K Sell
21,653
-2,949
-12% -$130K 0.84% 19
2014
Q4 		$1.13M Buy
+24,602
New +$1.2M 1.01% 19

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

US Financial Advisors's AMJ Position: Q2 2016 in Review

US Financial Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2016, closing a stake of 5,602 shares — an estimated $152K sold.

US Financial Advisors first reported a position in AMJ in Q4 2014 and held it in 6 quarters. The position peaked at $1.13M in Q4 2014. 292 funds tracked by Wall St. Rank hold AMJ as of Q2 2016.

  • US Financial Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2016 after selling out during the quarter.
  • US Financial Advisors sold 5,602 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2016, an estimated $152K.
  • US Financial Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 6 quarters.
  • US Financial Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.13M in Q4 2014.
  • 292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2016.

Based on US Financial Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.