Cedar Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Cedar Wealth Management’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
2019 Q1	–	Sell	-1,950	Closed	-$44K	–	174
2018 Q4	$44K	Buy	+1,950	New	+$49.3K	0.03%	87
2018 Q3	–	Sell	-650	Closed	-$17K	–	236
2018 Q2	$17K	Buy	+650	New	+$17K	0.01%	110
2018 Q1	–	Sell	-1,000	Closed	-$27K	–	143
2017 Q4	$27K	Buy	+1,000	New	+$27.1K	0.02%	93

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

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 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

CBU

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

JMPWA

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

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

ECM

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Cedar Wealth Management's AMJ Position: Q1 2019 in Review

Cedar Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 1,950 shares — an estimated $44K sold.

Cedar Wealth Management first reported a position in AMJ in Q4 2017 and held it in 3 quarters. The position peaked at $44K in Q4 2018. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

Cedar Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
Cedar Wealth Management sold 1,950 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $44K.
Cedar Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2017 and held it in 3 quarters.
Cedar Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $44K in Q4 2018.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on Cedar Wealth Management's 13F filing for Q1 2019, filed 25 Apr 2019.