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

Arax Advisory Partners’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 Q1	–	Sell	-2,340	Closed	-$64K	–	495
2017 Q4	$64K	Buy	2,340 +4	+0.2%	+$109	0.03%	193
2017 Q3	$65K	Buy	2,336 +3	+0.1%	+$86	0.03%	190
2017 Q2	$69K	Buy	2,333 +4	+0.2%	+$123	0.03%	192
2017 Q1	$75K	Buy	2,329 +3	+0.1%	+$98	0.04%	156
2016 Q4	$74K	Buy	+2,326	New	+$71K	0.04%	135

Other funds holding AMJ

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

Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BJL

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

CBU

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

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

Arax Advisory Partners's AMJ Position: Q1 2018 in Review

Arax Advisory Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 2,340 shares — an estimated $64K sold.

Arax Advisory Partners first reported a position in AMJ in Q4 2016 and held it in 5 quarters. The position peaked at $75K in Q1 2017. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

Arax Advisory Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
Arax Advisory Partners sold 2,340 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $64K.
Arax Advisory Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 5 quarters.
Arax Advisory Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $75K in Q1 2017.
292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Arax Advisory Partners's 13F filing for Q1 2018, filed 14 May 2018.