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

Ranch Capital 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
2021 Q4	–	Sell	-1,050	Closed	-$19K	–	627
2021 Q3	$19K	Hold	1,050	–	–	0.01%	386
2021 Q2	$20K	Sell	1,050 -535	-34%	-$9.96K	0.01%	490
2021 Q1	$26K	Sell	1,585 -300	-16%	-$4.76K	0.02%	412
2020 Q4	$26K	Sell	1,885 -550	-23%	-$7.16K	0.02%	407
2020 Q3	$26K	Sell	2,435 -492	-17%	-$6.18K	0.02%	394
2020 Q2	$40K	Sell	2,927 -1,125	-28%	-$14.8K	0.03%	342
2020 Q1	$36K	Sell	4,052 -631	-13%	-$11K	0.04%	331
2019 Q4	$102K	Sell	4,683 -4,076	-47%	-$87.7K	0.08%	212
2019 Q3	$204K	Buy	+8,759	New	+$212K	0.22%	135

Other funds holding AMJ

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

BJL

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

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

ECM

Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return

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

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

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

NAS

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

KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return

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

Ranch Capital Advisors's AMJ Position: Q4 2021 in Review

Ranch Capital Advisors sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2021, closing a stake of 1,050 shares — an estimated $19K sold.

Ranch Capital Advisors first reported a position in AMJ in Q3 2019 and held it in 9 quarters. The position peaked at $204K in Q3 2019. 192 funds tracked by Wall St. Rank hold AMJ as of Q4 2021.

Ranch Capital Advisors reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2021 after selling out during the quarter.
Ranch Capital Advisors sold 1,050 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2021, an estimated $19K.
Ranch Capital Advisors first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2019 and held it in 9 quarters.
Ranch Capital Advisors's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $204K in Q3 2019.
192 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2021.

Based on Ranch Capital Advisors's 13F filing for Q4 2021, filed 8 Feb 2022.