Affiance Financial’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Affiance Financial’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
2020 Q4	–	Sell	-1,801	Closed	-$19K	–	143
2020 Q3	$19K	Hold	1,801	–	–	0.01%	124
2020 Q2	$24K	Hold	1,801	–	–	0.01%	115
2020 Q1	$16K	Hold	1,801	–	–	0.01%	114
2019 Q4	$39K	Buy	+1,801	New	+$38.8K	0.02%	114
2016 Q3	–	Sell	-10,163	Closed	-$323K	–	88
2016 Q2	$323K	Sell	10,163 -3,968	-28%	-$118K	0.27%	62
2016 Q1	$383K	Sell	14,131 -3,719	-21%	-$93.8K	0.37%	53
2015 Q4	$517K	Sell	17,850 -4,525	-20%	-$139K	0.53%	39
2015 Q3	$680K	Sell	22,375 -11,419	-34%	-$411K	0.85%	32
2015 Q2	$1.34M	Sell	33,794 -5,005	-13%	-$217K	1.71%	11
2015 Q1	$1.66M	Sell	38,799 -435	-1%	-$19.2K	2.53%	6
2014 Q4	$1.8M	Buy	+39,234	New	+$1.92M	3.17%	6

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return

ECM

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Affiance Financial's AMJ Position: Q4 2020 in Review

Affiance Financial sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 1,801 shares — an estimated $19K sold.

Affiance Financial first reported a position in AMJ in Q4 2014 and held it in 11 quarters. The position peaked at $1.8M in Q4 2014. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

Affiance Financial reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
Affiance Financial sold 1,801 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $19K.
Affiance Financial first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 11 quarters.
Affiance Financial's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.8M in Q4 2014.
185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Affiance Financial's 13F filing for Q4 2020, filed 25 Jan 2021.