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

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

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

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

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

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

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

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

CIBC Private Wealth Group

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

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return

Sage Financial Group W. Conshohocken, Pennsylvania $1.54B AUM 16.9% 1-Year Est. Return