VWA
AMJ

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

V 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
2017
Q3 		– Sell
-203
Closed -$6K – 734
2017
Q2 		$6K Buy
+203
New +$6.24K ﹤0.01% 643
2016
Q3 		– Sell
-38,875
Closed -$1.24M – 181
2016
Q2 		$1.24M Buy
+38,875
New +$1.16M 1.01% 36

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
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 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 $1.54B AUM 16.9% 1-Year Est. Return

V Wealth Advisors's AMJ Position: Q3 2017 in Review

V Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 203 shares — an estimated $6K sold.

V Wealth Advisors first reported a position in AMJ in Q2 2016 and held it in 2 quarters. The position peaked at $1.24M in Q2 2016. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

  • V Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 203 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $6K.
  • V Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2016 and held it in 2 quarters.
  • V Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.24M in Q2 2016.
  • 293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.