MONECO Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

MONECO 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
2019 Q4	–	Sell	-9,142	Closed	-$213K	–	159
2019 Q3	$213K	Buy	9,142 +126	+1%	+$3.04K	0.17%	131
2019 Q2	$226K	Sell	9,016 -550	-6%	-$13.9K	0.18%	116
2019 Q1	$244K	Buy	9,566 +109	+1%	+$2.72K	0.2%	109
2018 Q4	$211K	Buy	+9,457	New	+$239K	0.25%	90

Other funds holding AMJ

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return

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

EGA

Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return

MONECO Advisors's AMJ Position: Q4 2019 in Review

MONECO Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2019, closing a stake of 9,142 shares — an estimated $213K sold.

MONECO Advisors first reported a position in AMJ in Q4 2018 and held it in 4 quarters. The position peaked at $244K in Q1 2019. 278 funds tracked by Wall St. Rank hold AMJ as of Q4 2019.

MONECO Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2019 after selling out during the quarter.
MONECO Advisors sold 9,142 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2019, an estimated $213K.
MONECO Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2018 and held it in 4 quarters.
MONECO Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $244K in Q1 2019.
278 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2019.

Based on MONECO Advisors's 13F filing for Q4 2019, filed 21 Jan 2020.