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

First Foundation 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
2021 Q4	–	Sell	-14,030	Closed	-$255K	–	470
2021 Q3	$255K	Hold	14,030	–	–	0.01%	374
2021 Q2	$276K	Sell	14,030 -5,560	-28%	-$104K	0.01%	379
2021 Q1	$325K	Sell	19,590 -6,347	-24%	-$101K	0.01%	327
2020 Q4	$360K	Sell	25,937 -44,051	-63%	-$573K	0.02%	309
2020 Q3	$754K	Sell	69,988 -18,768	-21%	-$236K	0.04%	202
2020 Q2	$1.17M	Sell	88,756 -10,399	-10%	-$137K	0.06%	162
2020 Q1	$895K	Sell	99,155 -419,678	-81%	-$7.33M	0.05%	177
2019 Q4	$11.3M	Buy	+518,833	New	+$11.2M	0.56%	45
2015 Q2	–	Sell	-4,962	Closed	-$212K	–	266
2015 Q1	$212K	Buy	+4,962	New	+$219K	0.02%	212

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

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

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

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

First Foundation Advisors's AMJ Position: Q4 2021 in Review

First Foundation Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 14,030 shares — an estimated $255K sold.

First Foundation Advisors first reported a position in AMJ in Q1 2015 and held it in 9 quarters. The position peaked at $11.3M in Q4 2019. 192 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

First Foundation Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
First Foundation Advisors sold 14,030 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $255K.
First Foundation Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2015 and held it in 9 quarters.
First Foundation Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $11.3M in Q4 2019.
192 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on First Foundation Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.