Cutter & Co Brokerage’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Cutter & Co Brokerage’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	-10,008	Closed	-$108K	–	294
2020 Q3	$108K	Sell	10,008 -500	-5%	-$6.28K	0.03%	235
2020 Q2	$139K	Sell	10,508 -300	-3%	-$3.95K	0.05%	211
2020 Q1	$98K	Sell	10,808 -300	-3%	-$5.24K	0.04%	205
2019 Q4	$242K	Sell	11,108 -500	-4%	-$10.8K	0.09%	203
2019 Q3	$270K	Sell	11,608 -180	-2%	-$4.35K	0.09%	224
2019 Q2	$296K	Buy	+11,788	New	+$297K	0.09%	217

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 $2.33B AUM 20.04% 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 $4.62B AUM 25.58% 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

Cutter & Co Brokerage's AMJ Position: Q4 2020 in Review

Cutter & Co Brokerage sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 10,008 shares — an estimated $108K sold.

Cutter & Co Brokerage first reported a position in AMJ in Q2 2019 and held it in 6 quarters. The position peaked at $296K in Q2 2019. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

Cutter & Co Brokerage reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
Cutter & Co Brokerage sold 10,008 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $108K.
Cutter & Co Brokerage first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2019 and held it in 6 quarters.
Cutter & Co Brokerage's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $296K in Q2 2019.
185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Cutter & Co Brokerage's 13F filing for Q4 2020, filed 3 Feb 2021.