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

WFG 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
Q4 		– Sell
-470
Closed -$15K – 1767
2016
Q3 		$15K Sell
470
-990
-68% -$31.1K ﹤0.01% 1024
2016
Q2 		$46K Hold
1,460
– – 0.01% 706
2016
Q1 		$40K Sell
1,460
-696
-32% -$17.6K 0.01% 726
2015
Q4 		$62K Sell
2,156
-436
-17% -$13.4K 0.02% 608
2015
Q3 		$79K Hold
2,592
– – 0.02% 516
2015
Q2 		$103K Sell
2,592
-2,760
-52% -$120K 0.03% 521
2015
Q1 		$229K Sell
5,352
-3,123
-37% -$138K 0.06% 319
2014
Q4 		$389K Sell
8,475
-2,565
-23% -$125K 0.08% 279
2014
Q3 		$586K Sell
11,040
-550
-5% -$28.8K 0.11% 216
2014
Q2 		$607K Buy
11,590
+646
+6% +$31.8K 0.11% 212
2014
Q1 		$509K Sell
10,944
-32,700
-75% -$1.51M 0.1% 242
2013
Q4 		$2.02M Sell
43,644
-9,569
-18% -$432K 0.29% 75
2013
Q3 		$2.37M Sell
53,213
-14,224
-21% -$654K 0.37% 57
2013
Q2 		$3.15M Buy
+67,437
New +$3.12M 0.52% 33

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Commerce Bank
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fund Evaluation Group
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
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
Haverford Trust Company
Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RegentAtlantic Capital
RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

WFG Advisors's AMJ Position: Q4 2016 in Review

WFG Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2016, closing a stake of 470 shares — an estimated $15K sold.

WFG Advisors first reported a position in AMJ in Q2 2013 and held it in 14 quarters. The position peaked at $3.15M in Q2 2013. 318 funds tracked by Wall St. Rank hold AMJ as of Q4 2016.

  • WFG Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2016 after selling out during the quarter.
  • WFG Advisors sold 470 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2016, an estimated $15K.
  • WFG Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 14 quarters.
  • WFG Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $3.15M in Q2 2013.
  • 318 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2016.

Based on WFG Advisors's 13F filing for Q4 2016, filed 1 Mar 2017.