WWM
AMJ

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

Willingdon Wealth Management’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
Q4 		– Sell
-2,789
Closed -$79K – 375
2017
Q3 		$79K Buy
+2,789
New +$80.2K 0.03% 136

Other funds holding AMJ

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
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return

Willingdon Wealth Management's AMJ Position: Q4 2017 in Review

Willingdon Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2017, closing a stake of 2,789 shares — an estimated $79K sold.

Willingdon Wealth Management first reported a position in AMJ in Q3 2017 and held it in 1 quarter. The position peaked at $79K in Q3 2017. 315 funds tracked by Wall St. Rank hold AMJ as of Q4 2017.

  • Willingdon Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2017 after selling out during the quarter.
  • Willingdon Wealth Management sold 2,789 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2017, an estimated $79K.
  • Willingdon Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2017 and held it in 1 quarter.
  • Willingdon Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $79K in Q3 2017.
  • 315 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2017.

Based on Willingdon Wealth Management's 13F filing for Q4 2017, filed 8 Feb 2018.