Litman Gregory Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Litman Gregory Wealth 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	-320	Closed	-$8K	–	244
2019 Q1	$8K	Hold	320	–	–	﹤0.01%	111
2018 Q4	$7K	Hold	320	–	–	﹤0.01%	123
2018 Q3	$9K	Sell	320 -5,250	-94%	-$147K	﹤0.01%	92
2018 Q2	$148K	Buy	5,570 +320	+6%	+$8.37K	0.06%	35
2018 Q1	$126K	Buy	5,250 +700	+15%	+$19.2K	0.05%	43
2017 Q4	$125K	Sell	4,550 -1,000	-18%	-$27.1K	0.04%	36
2017 Q3	$157K	Buy	+5,550	New	+$160K	0.08%	35
2017 Q1	–	Sell	-1,500	Closed	-$47K	–	48
2016 Q4	$47K	Hold	1,500	–	–	0.03%	34
2016 Q3	$47K	Buy	+1,500	New	+$47.2K	0.03%	30

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

BJL

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

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 $104B AUM 28.3% 1-Year Est. Return

Litman Gregory Wealth Management's AMJ Position: Q2 2019 in Review

Litman Gregory Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 320 shares — an estimated $8K sold.

Litman Gregory Wealth Management first reported a position in AMJ in Q3 2016 and held it in 9 quarters. The position peaked at $157K in Q3 2017. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

Litman Gregory Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
Litman Gregory Wealth Management sold 320 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $8K.
Litman Gregory Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2016 and held it in 9 quarters.
Litman Gregory Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $157K in Q3 2017.
283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Litman Gregory Wealth Management's 13F filing for Q2 2019, filed 31 Jul 2019.