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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
2018
Q4
$20.1M Buy
2018
Q1
Sell
2017
Q4
$22.3M Buy
2017
Q3
$366K Buy
2017
Q1
Sell
2016
Q4
$11.7M Buy
2016
Q3
$1.2M Buy
2016
Q1
Sell
2015
Q4
$32.3M Buy
2015
Q1
Sell
2014
Q4
$887K Buy
2014
Q1
Sell
2013
Q4
$318K Buy