Loring Wolcott & Coolidge Fiduciary Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Loring Wolcott & Coolidge Fiduciary Advisors’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
2022 Q3	–	Sell	-250	Closed	-$5K	–	648
2022 Q2	$5K	Sell	250 -24	-9%	-$505	﹤0.01%	582
2022 Q1	$6K	Hold	274	–	–	﹤0.01%	583
2021 Q4	$5K	Buy	274 +24	+10%	+$444	﹤0.01%	660
2021 Q3	$5K	Hold	250	–	–	﹤0.01%	665
2021 Q2	$5K	Buy	+250	New	+$4.66K	﹤0.01%	750
2021 Q1	–	Sell	-250	Closed	-$3K	–	740
2020 Q4	$3K	Hold	250	–	–	﹤0.01%	736
2020 Q3	$3K	Hold	250	–	–	﹤0.01%	565
2020 Q2	$3K	Hold	250	–	–	﹤0.01%	559
2020 Q1	$2K	Hold	250	–	–	﹤0.01%	624
2019 Q4	$5K	Hold	250	–	–	﹤0.01%	612
2019 Q3	$6K	Hold	250	–	–	﹤0.01%	603
2019 Q2	$6K	Hold	250	–	–	﹤0.01%	596
2019 Q1	$6K	Hold	250	–	–	﹤0.01%	588
2018 Q4	$6K	Hold	250	–	–	﹤0.01%	594
2018 Q3	$7K	Hold	250	–	–	﹤0.01%	555
2018 Q2	$7K	Hold	250	–	–	﹤0.01%	570
2018 Q1	$6K	Hold	250	–	–	﹤0.01%	620
2017 Q4	$7K	Hold	250	–	–	﹤0.01%	594
2017 Q3	$7K	Hold	250	–	–	﹤0.01%	579
2017 Q2	$8K	Hold	250	–	–	﹤0.01%	561
2017 Q1	$8K	Hold	250	–	–	﹤0.01%	565
2016 Q4	$8K	Hold	250	–	–	﹤0.01%	546
2016 Q3	$8K	Hold	250	–	–	﹤0.01%	557
2016 Q2	$8K	Hold	250	–	–	﹤0.01%	564
2016 Q1	$7K	Hold	250	–	–	﹤0.01%	561
2015 Q4	$7K	Buy	+250	New	+$7.67K	﹤0.01%	585
2013 Q4	–	Sell	-144	Closed	-$6K	–	617
2013 Q3	$6K	Buy	+144	New	+$6.62K	﹤0.01%	516

Other funds holding AMJ

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

NAS

Nicolet Advisory Services Green Bay, Wisconsin $1.48B AUM 17.28% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's AMJ Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q3 2022, closing a stake of 250 shares — an estimated $5K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in AMJ in Q3 2013 and held it in 27 quarters. The position peaked at $8K in Q2 2017. 168 funds tracked by Wall St. Rank hold AMJ as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 250 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q3 2022, an estimated $5K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2013 and held it in 27 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8K in Q2 2017.
168 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.