First Personal Financial Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

First Personal Financial Services’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
2019 Q1	–	Sell	-304	Closed	-$7K	–	702
2018 Q4	$7K	Sell	304 -25	-8%	-$632	﹤0.01%	528
2018 Q3	$9K	Buy	329 +34	+12%	+$949	﹤0.01%	516
2018 Q2	$8K	Hold	295	–	–	﹤0.01%	527
2018 Q1	$7K	Hold	295	–	–	﹤0.01%	878
2017 Q4	$8K	Hold	295	–	–	﹤0.01%	840
2017 Q3	$8K	Hold	295	–	–	﹤0.01%	742
2017 Q2	$9K	Hold	295	–	–	﹤0.01%	735
2017 Q1	$10K	Hold	295	–	–	﹤0.01%	716
2016 Q4	$9K	Hold	295	–	–	﹤0.01%	738
2016 Q3	$9K	Hold	295	–	–	﹤0.01%	619
2016 Q2	$9K	Hold	295	–	–	﹤0.01%	598
2016 Q1	$8K	Hold	295	–	–	﹤0.01%	275
2015 Q4	$9K	Hold	295	–	–	0.01%	305
2015 Q3	$9K	Sell	295 -1,970	-87%	-$70.8K	0.01%	294
2015 Q2	$90K	Sell	2,265 -3,927	-63%	-$171K	0.05%	140
2015 Q1	$266K	Sell	6,192 -4,267	-41%	-$188K	0.16%	106
2014 Q4	$480K	Buy	+10,459	New	+$512K	0.28%	85

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

CBU

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

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

First Personal Financial Services's AMJ Position: Q1 2019 in Review

First Personal Financial Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2019, closing a stake of 304 shares — an estimated $7K sold.

First Personal Financial Services first reported a position in AMJ in Q4 2014 and held it in 17 quarters. The position peaked at $480K in Q4 2014. 293 funds tracked by Wall St. Rank hold AMJ as of Q1 2019.

First Personal Financial Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2019 after selling out during the quarter.
First Personal Financial Services sold 304 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2019, an estimated $7K.
First Personal Financial Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2014 and held it in 17 quarters.
First Personal Financial Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $480K in Q4 2014.
293 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2019.

Based on First Personal Financial Services's 13F filing for Q1 2019, filed 22 Apr 2019.