Investors Financial Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Investors Financial Group’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	-32,000	Closed	-$581K	–	216
2021 Q3	$581K	Hold	32,000	–	–	0.31%	85
2021 Q2	$629K	Hold	32,000	–	–	0.34%	81
2021 Q1	$531K	Hold	32,000	–	–	0.31%	89
2020 Q4	$444K	Hold	32,000	–	–	0.29%	91
2020 Q3	$345K	Hold	32,000	–	–	0.26%	100
2020 Q2	$422K	Hold	32,000	–	–	0.35%	78
2020 Q1	$289K	Sell	32,000 -170	-0.5%	-$2.97K	0.29%	91
2019 Q4	$702K	Buy	+32,170	New	+$692K	0.57%	50

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

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 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 $30.4B AUM 27.51% 1-Year Est. Return

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

Investors Financial Group's AMJ Position: Q4 2021 in Review

Investors Financial Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 32,000 shares — an estimated $581K sold.

Investors Financial Group first reported a position in AMJ in Q4 2019 and held it in 8 quarters. The position peaked at $702K in Q4 2019. 192 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

Investors Financial Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
Investors Financial Group sold 32,000 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $581K.
Investors Financial Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2019 and held it in 8 quarters.
Investors Financial Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $702K 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 Investors Financial Group's 13F filing for Q4 2021, filed 14 Jan 2022.