Wealthfront’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Wealthfront’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 Q4	–	Sell	-13	Closed	–	–	1125
2015 Q3	$0	Hold	13	–	–	﹤0.01%	1477
2015 Q2	$1K	Hold	13	–	–	﹤0.01%	1262
2015 Q1	$1K	Hold	13	–	–	﹤0.01%	1154
2014 Q4	$1K	Buy	+13	New	+$636	﹤0.01%	641

Other funds holding AMJ

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MHI

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

DCC

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

FEG

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

HTC

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

Wealthfront's AMJ Position: Q4 2015 in Review

Wealthfront sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2015, closing a stake of 13 shares.

Wealthfront first reported a position in AMJ in Q4 2014 and held it in 4 quarters. The position peaked at $1K in Q2 2015. 290 funds tracked by Wall St. Rank hold AMJ as of Q4 2015.

Wealthfront reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2015 after selling out during the quarter.
Wealthfront sold 13 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2015.
Wealthfront first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 4 quarters.
Wealthfront's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1K in Q2 2015.
290 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2015.

Based on Wealthfront's 13F filing for Q4 2015, filed 17 Feb 2016.