Fiduciary Counselling’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Fiduciary Counselling’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	-9,530	Closed	-$262K	–	7
2018 Q3	$262K	Sell	9,530 -76,474	-89%	-$2.13M	1.05%	6
2018 Q2	$2.29M	Hold	86,004	–	–	8.31%	5
2018 Q1	$2.06M	Hold	86,004	–	–	7.59%	5
2017 Q4	$2.36M	Hold	86,004	–	–	8.53%	5
2017 Q3	$2.43M	Hold	86,004	–	–	8.68%	5
2017 Q2	$2.55M	Hold	86,004	–	–	9.55%	5
2017 Q1	$2.78M	Sell	86,004 -2,000	-2%	-$65.3K	10.36%	5
2016 Q4	$2.78M	Sell	88,004 -1	-0%	-$31	10.79%	5
2016 Q3	$2.77M	Buy	+88,005	New	+$2.77M	11.03%	5

Other funds holding AMJ

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

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

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 New York $871B 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 $5.7B AUM 32.06% 1-Year Est. Return

Fiduciary Counselling's AMJ Position: Q4 2018 in Review

Fiduciary Counselling sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 9,530 shares — an estimated $262K sold.

Fiduciary Counselling first reported a position in AMJ in Q3 2016 and held it in 9 quarters. The position peaked at $2.78M in Q4 2016. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

Fiduciary Counselling reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
Fiduciary Counselling sold 9,530 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $262K.
Fiduciary Counselling first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2016 and held it in 9 quarters.
Fiduciary Counselling's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $2.78M in Q4 2016.
298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Fiduciary Counselling's 13F filing for Q4 2018, filed 11 Feb 2019.