WP
AMJ

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

WealthPLAN 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
2016
Q3 		– Sell
-691
Closed -$22 – 1082
2016
Q2 		$22 Buy
+691
New +$20.6K ﹤0.01% 2479
2015
Q2 		$6K Sell
160
-1,700
-91% -$73.8K ﹤0.01% 335
2015
Q1 		$80K Buy
+1,860
New +$82K 0.04% 195

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
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

WealthPLAN Partners's AMJ Position: Q3 2016 in Review

WealthPLAN Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2016, closing a stake of 691 shares — an estimated $22 sold.

WealthPLAN Partners first reported a position in AMJ in Q1 2015 and held it in 3 quarters. The position peaked at $80K in Q1 2015. 290 funds tracked by Wall St. Rank hold AMJ as of Q3 2016.

  • WealthPLAN Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 691 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2016, an estimated $22.
  • WealthPLAN Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 3 quarters.
  • WealthPLAN Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $80K in Q1 2015.
  • 290 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.