WF
AMJ

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

WealthTrust Fairport’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
2013
Q4 		– Sell
-44
Closed -$2K – 419
2013
Q3 		$2K Buy
+44
New +$2.02K ﹤0.01% 397

Other funds holding AMJ

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
DT
Diversified Trust Memphis, Tennessee $6.24B AUM 28.78% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
RC
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return
JFG
JMG Financial Group Downers Grove, Illinois $3.63B AUM 17.91% 1-Year Est. Return

WealthTrust Fairport's AMJ Position: Q4 2013 in Review

WealthTrust Fairport sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2013, closing a stake of 44 shares — an estimated $2K sold.

WealthTrust Fairport first reported a position in AMJ in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 264 funds tracked by Wall St. Rank hold AMJ as of Q4 2013.

  • WealthTrust Fairport reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2013 after selling out during the quarter.
  • WealthTrust Fairport sold 44 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2013, an estimated $2K.
  • WealthTrust Fairport first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 1 quarter.
  • WealthTrust Fairport's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2K in Q3 2013.
  • 264 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2013.

Based on WealthTrust Fairport's 13F filing for Q4 2013, filed 29 Jan 2014.