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

Freedom Investment 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
2019 Q2	–	Sell	-9,371	Closed	-$239K	–	744
2019 Q1	$239K	Sell	9,371 -4,311	-32%	-$108K	0.02%	589
2018 Q4	$305K	Sell	13,682 -368	-3%	-$9.31K	0.02%	574
2018 Q3	$395K	Sell	14,050 -574	-4%	-$16K	0.02%	619
2018 Q2	$389K	Buy	+14,624	New	+$383K	0.02%	664
2018 Q1	–	Sell	-14,665	Closed	-$403K	–	1237
2017 Q4	$403K	Buy	14,665 +2,149	+17%	+$58.3K	0.02%	733
2017 Q3	$353K	Buy	12,516 +2,184	+21%	+$62.8K	0.02%	759
2017 Q2	$307K	Buy	10,332 +1,111	+12%	+$34.1K	0.02%	780
2017 Q1	$298K	Sell	9,221 -1,326	-13%	-$43.3K	0.02%	777
2016 Q4	$333K	Buy	+10,547	New	+$322K	0.02%	646
2016 Q1	–	Sell	-150,543	Closed	-$4.36M	–	896
2015 Q4	$4.36M	Buy	+150,543	New	+$4.62M	0.33%	32

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 28.65% 1-Year Est. Return

JMPWA

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

ECM

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Freedom Investment Management's AMJ Position: Q2 2019 in Review

Freedom Investment Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 9,371 shares — an estimated $239K sold.

Freedom Investment Management first reported a position in AMJ in Q4 2015 and held it in 10 quarters. The position peaked at $4.36M in Q4 2015. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

Freedom Investment Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
Freedom Investment Management sold 9,371 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $239K.
Freedom Investment Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 10 quarters.
Freedom Investment Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4.36M in Q4 2015.
283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Freedom Investment Management's 13F filing for Q2 2019, filed 18 Jul 2019.