LGWM
AMJ

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 		$125 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
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Creative Planning
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIBC Private Wealth Group
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 $4.62B AUM 25.58% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return