Level Four Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Level Four Advisory 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
2018 Q3	–	Sell	-19,345	Closed	-$514K	–	629
2018 Q2	$514K	Buy	+19,345	New	+$506K	0.04%	378

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 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

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

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

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

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

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

RegentAtlantic Capital Morristown, New Jersey $3.34B AUM 14.54% 1-Year Est. Return

Level Four Advisory Services's AMJ Position: Q3 2018 in Review

Level Four Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2018, closing a stake of 19,345 shares — an estimated $514K sold.

Level Four Advisory Services first reported a position in AMJ in Q2 2018 and held it in 1 quarter. The position peaked at $514K in Q2 2018. 296 funds tracked by Wall St. Rank hold AMJ as of Q3 2018.

Level Four Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2018 after selling out during the quarter.
Level Four Advisory Services sold 19,345 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2018, an estimated $514K.
Level Four Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2018 and held it in 1 quarter.
Level Four Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $514K in Q2 2018.
296 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2018.

Based on Level Four Advisory Services's 13F filing for Q3 2018, filed 14 Nov 2018.