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

Advisory Research’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
2019 Q1	–	Sell	-898,955	Closed	-$20.1M	–	385
2018 Q4	$20.1M	Buy	+898,955	New	+$22.7M	0.43%	64
2018 Q1	–	Sell	-811,375	Closed	-$22.3M	–	428
2017 Q4	$22.3M	Buy	811,375 +798,395	+6,151%	+$21.7M	0.37%	79
2017 Q3	$366K	Buy	+12,980	New	+$373K	0.01%	386
2017 Q1	–	Sell	-368,980	Closed	-$11.7M	–	423
2016 Q4	$11.7M	Buy	368,980 +331,025	+872%	+$10.1M	0.17%	99
2016 Q3	$1.2M	Buy	+37,955	New	+$1.19M	0.02%	170
2016 Q1	–	Sell	-1,113,870	Closed	-$32.3M	–	280
2015 Q4	$32.3M	Buy	+1,113,870	New	+$34.2M	0.49%	67
2015 Q1	–	Sell	-19,305	Closed	-$887K	–	354
2014 Q4	$887K	Buy	+19,305	New	+$944K	0.01%	264
2014 Q1	–	Sell	-6,870	Closed	-$318K	–	797
2013 Q4	$318K	Buy	+6,870	New	+$310K	﹤0.01%	290

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Advisory Research's AMJ Position: Q1 2019 in Review

Advisory Research sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 898,955 shares — an estimated $20.1M sold.

Advisory Research first reported a position in AMJ in Q4 2013 and held it in 8 quarters. The position peaked at $32.3M in Q4 2015. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

Advisory Research reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
Advisory Research sold 898,955 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $20.1M.
Advisory Research first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2013 and held it in 8 quarters.
Advisory Research's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $32.3M in Q4 2015.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Advisory Research's 13F filing for Q1 2019, filed 15 May 2019.