Peak Financial Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Peak Financial 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
2018 Q4	–	Sell	-80,296	Closed	-$2.21M	–	59
2018 Q3	$2.21M	Sell	80,296 -109,007	-58%	-$3.04M	0.99%	28
2018 Q2	$5.03M	Buy	189,303 +2,973	+2%	+$77.8K	2.32%	21
2018 Q1	$4.47M	Buy	186,330 +1,031	+0.6%	+$28.2K	2.13%	19
2017 Q4	$5.09M	Sell	185,299 -117,230	-39%	-$3.18M	1.93%	21
2017 Q3	$8.54M	Buy	302,529 +60,304	+25%	+$1.73M	3.29%	14
2017 Q2	$7.19M	Buy	242,225 +29,951	+14%	+$920K	2.82%	17
2017 Q1	$6.86M	Buy	212,274 +3,314	+2%	+$108K	2.77%	16
2016 Q4	$6.61M	Buy	208,960 +5,092	+2%	+$155K	2.87%	17
2016 Q3	$6.42M	Sell	203,868 -439	-0.2%	-$13.8K	2.78%	16
2016 Q2	$6.5M	Buy	+204,307	New	+$6.08M	2.9%	14
2015 Q4	$6.03M	Buy	+208,257	New	+$6.39M	2.76%	15

Other funds holding AMJ

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PPA

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

Morgan Stanley New York $1.66T AUM 25.57% 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

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

JMPWA

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

ECM

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

Peak Financial Management's AMJ Position: Q4 2018 in Review

Peak Financial Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 80,296 shares — an estimated $2.21M sold.

Peak Financial Management first reported a position in AMJ in Q4 2015 and held it in 11 quarters. The position peaked at $8.54M in Q3 2017. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

Peak Financial Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
Peak Financial Management sold 80,296 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $2.21M.
Peak Financial Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2015 and held it in 11 quarters.
Peak Financial Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $8.54M in Q3 2017.
298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Peak Financial Management's 13F filing for Q4 2018, filed 30 Jan 2019.