FWM
AMJ

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

FFT 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
2018
Q4 		– Sell
-280,553
Closed -$7.7M – 38
2018
Q3 		$7.7M Sell
280,553
-258
-0.1% -$7.2K 2.84% 12
2018
Q2 		$7.46M Sell
280,811
-260,990
-48% -$6.83M 2.76% 12
2018
Q1 		$13M Sell
541,801
-54,529
-9% -$1.49M 5.09% 5
2017
Q4 		$16.4M Buy
596,330
+146,779
+33% +$3.98M 6.29% 5
2017
Q3 		$12.7M Buy
449,551
+30,547
+7% +$878K 5.4% 5
2017
Q2 		$12.4M Sell
419,004
-71,507
-15% -$2.2M 3.98% 5
2017
Q1 		$15.8M Sell
490,511
-285,047
-37% -$9.31M 5.03% 6
2016
Q4 		$24.5M Buy
775,558
+321,633
+71% +$9.82M 5.65% 5
2016
Q3 		$14.2M Sell
453,925
-177,172
-28% -$5.57M 6% 4
2016
Q2 		$19.7M Buy
631,097
+2,148
+0.3% +$64K 7.77% 4
2016
Q1 		$17M Buy
628,949
+467,573
+290% +$11.8M 7.39% 4
2015
Q4 		$4.67M Buy
+161,376
New +$4.95M 3.76% 8

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
JMPWA
JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.61B AUM 25.58% 1-Year Est. Return