SFG
AMJ

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

Sage Financial Group’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 		– Hold
0
– – – 44
2019
Q1 		– Hold
0
– – – 38
2018
Q4 		– Hold
0
– – – 43
2018
Q3 		– Hold
0
– – – 21
2018
Q2 		– Hold
0
– – – 19
2018
Q1 		– Hold
0
– – – 18
2017
Q4 		– Hold
0
– – – 21
2017
Q3 		– Hold
0
– – – 2
2017
Q2 		– Hold
0
– – – 2
2017
Q1 		– Hold
0
– – – 2
2016
Q4 		– Hold
0
– – – 2
2016
Q3 		– Hold
0
– – – 2
2016
Q2 		– Hold
0
– – – 2
2016
Q1 		– Hold
0
– – – 2
2015
Q4 		– Hold
0
– – – 2
2015
Q3 		– Hold
0
– – – 2
2015
Q2 		– Hold
0
– – – 12

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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 $5.7B AUM 32.06% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return