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

Cypress Wealth 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
2017 Q3	–	Sell	-15,080	Closed	-$448K	–	83
2017 Q2	$448K	Sell	15,080 -4,630	-23%	-$142K	0.52%	48
2017 Q1	$637K	Hold	19,710	–	–	0.29%	76
2016 Q4	$623K	Buy	19,710 +1,583	+9%	+$48.3K	0.28%	76
2016 Q3	$571K	Hold	18,127	–	–	0.26%	87
2016 Q2	$577K	Sell	18,127 -2,168	-11%	-$64.6K	0.29%	80
2016 Q1	$550K	Sell	20,295 -1,607	-7%	-$40.5K	0.25%	86
2015 Q4	$635K	Buy	21,902 +7,680	+54%	+$236K	0.32%	71
2015 Q3	$432K	Hold	14,222	–	–	0.23%	103
2015 Q2	$563K	Buy	+14,222	New	+$618K	0.33%	76

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

BJL

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

CBU

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

DCC

Dow Chemical Company Midland, Michigan $228M AUM 0.84% 1-Year Est. Return

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

HTC

Haverford Trust Company Radnor, Pennsylvania $11.6B AUM 18.97% 1-Year Est. Return

SFG

Sage Financial Group W. Conshohocken, Pennsylvania $1.81B AUM 22.3% 1-Year Est. Return

Cypress Wealth Advisors's AMJ Position: Q3 2017 in Review

Cypress Wealth Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2017, closing a stake of 15,080 shares — an estimated $448K sold.

Cypress Wealth Advisors first reported a position in AMJ in Q2 2015 and held it in 9 quarters. The position peaked at $637K in Q1 2017. 293 funds tracked by Wall St. Rank hold AMJ as of Q3 2017.

Cypress Wealth Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2017 after selling out during the quarter.
Cypress Wealth Advisors sold 15,080 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2017, an estimated $448K.
Cypress Wealth Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2015 and held it in 9 quarters.
Cypress Wealth Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $637K in Q1 2017.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2017.

Based on Cypress Wealth Advisors's 13F filing for Q3 2017, filed 15 Nov 2017.