Dynamic Advisor Solutions’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Dynamic Advisor Solutions’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 Q1	–	Sell	-37,194	Closed	-$811K	–	608
2019 Q4	$811K	Buy	+37,194	New	+$800K	0.11%	220
2019 Q2	–	Sell	-208,386	Closed	-$5.32M	–	558
2019 Q1	$5.32M	Buy	+208,386	New	+$5.2M	1%	17
2017 Q2	–	Sell	-119,122	Closed	-$3.85M	–	234
2017 Q1	$3.85M	Sell	119,122 -2,243	-2%	-$73.3K	1.5%	17
2016 Q4	$3.84M	Sell	121,365 -22,923	-16%	-$700K	1.53%	16
2016 Q3	$4.54M	Sell	144,288 -25,563	-15%	-$804K	1.72%	6
2016 Q2	$5.4M	Buy	+169,851	New	+$5.06M	2.19%	6
2014 Q4	–	Sell	-13,267	Closed	-$704K	–	219
2014 Q3	$704K	Buy	13,267 +106	+0.8%	+$5.55K	0.38%	73
2014 Q2	$689K	Buy	+13,161	New	+$648K	0.41%	74

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

BRR OpCo Columbus, Ohio $814M AUM 9.75% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Dynamic Advisor Solutions's AMJ Position: Q1 2020 in Review

Dynamic Advisor Solutions sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2020, closing a stake of 37,194 shares — an estimated $811K sold.

Dynamic Advisor Solutions first reported a position in AMJ in Q2 2014 and held it in 8 quarters. The position peaked at $5.4M in Q2 2016. 240 funds tracked by Wall St. Rank hold AMJ as of Q1 2020.

Dynamic Advisor Solutions reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2020 after selling out during the quarter.
Dynamic Advisor Solutions sold 37,194 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2020, an estimated $811K.
Dynamic Advisor Solutions first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2014 and held it in 8 quarters.
Dynamic Advisor Solutions's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.4M in Q2 2016.
240 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2020.

Based on Dynamic Advisor Solutions's 13F filing for Q1 2020, filed 7 May 2020.