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AMJ

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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 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 $4.62B AUM 25.58% 1-Year Est. Return