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

Ancora 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
2018 Q4	–	Sell	-164	Closed	-$5K	–	1225
2018 Q3	$5K	Buy	+164	New	+$4.58K	﹤0.01%	1258
2017 Q1	–	Sell	-94	Closed	-$3K	–	1113
2016 Q4	$3K	Buy	+94	New	+$2.87K	﹤0.01%	1167
2015 Q1	–	Sell	-16,748	Closed	-$739K	–	282
2014 Q4	$770K	Sell	16,748 -8,901	-35%	-$435K	0.09%	251
2014 Q3	$1.36M	Sell	25,649 -1,856	-7%	-$97.3K	0.17%	147
2014 Q2	$1.44M	Sell	27,505 -2,785	-9%	-$137K	0.19%	144
2014 Q1	$1.41M	Sell	30,290 -741	-2%	-$34.2K	0.2%	130
2013 Q4	$1.44M	Sell	31,031 -5,469	-15%	-$247K	0.22%	125
2013 Q3	$1.63M	Sell	36,500 -321	-0.9%	-$14.8K	0.28%	93
2013 Q2	$1.72M	Buy	+36,821	New	+$1.71M	0.29%	84

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 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

BJL

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

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

JMPWA

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

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

ECM

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

Ancora Advisors's AMJ Position: Q4 2018 in Review

Ancora Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 164 shares — an estimated $5K sold.

Ancora Advisors first reported a position in AMJ in Q2 2013 and held it in 9 quarters. The position peaked at $1.72M in Q2 2013. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

Ancora Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
Ancora Advisors sold 164 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $5K.
Ancora Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 9 quarters.
Ancora Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $1.72M in Q2 2013.
298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.