Sargent Bickham Lagudis’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sargent Bickham Lagudis’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
2020 Q4	–	Sell	-160	Closed	-$2K	–	924
2020 Q3	$2K	Hold	160	–	–	﹤0.01%	741
2020 Q2	$2K	Hold	160	–	–	﹤0.01%	727
2020 Q1	$1K	Hold	160	–	–	﹤0.01%	762
2019 Q4	$3K	Hold	160	–	–	﹤0.01%	752
2019 Q3	$4K	Hold	160	–	–	﹤0.01%	650
2019 Q2	$4K	Sell	160 -452	-74%	-$11.4K	﹤0.01%	685
2019 Q1	$16K	Hold	612	–	–	﹤0.01%	549
2018 Q4	$14K	Sell	612 -75	-11%	-$1.9K	﹤0.01%	545
2018 Q3	$19K	Hold	687	–	–	﹤0.01%	515
2018 Q2	$18K	Hold	687	–	–	﹤0.01%	510
2018 Q1	$16K	Hold	687	–	–	﹤0.01%	519
2017 Q4	$19K	Sell	687 -250	-27%	-$6.79K	﹤0.01%	504
2017 Q3	$26K	Hold	937	–	–	﹤0.01%	462
2017 Q2	$28K	Hold	937	–	–	﹤0.01%	441
2017 Q1	$30K	Sell	937 -100	-10%	-$3.27K	﹤0.01%	433
2016 Q4	$33K	Sell	1,037 -373	-26%	-$11.4K	0.01%	400
2016 Q3	$44K	Hold	1,410	–	–	0.01%	367
2016 Q2	$45K	Sell	1,410 -678	-32%	-$20.2K	0.01%	354
2016 Q1	$57K	Buy	+2,088	New	+$52.7K	0.01%	345

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ECM

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Sargent Bickham Lagudis's AMJ Position: Q4 2020 in Review

Sargent Bickham Lagudis sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 160 shares — an estimated $2K sold.

Sargent Bickham Lagudis first reported a position in AMJ in Q1 2016 and held it in 19 quarters. The position peaked at $57K in Q1 2016. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

Sargent Bickham Lagudis reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
Sargent Bickham Lagudis sold 160 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $2K.
Sargent Bickham Lagudis first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2016 and held it in 19 quarters.
Sargent Bickham Lagudis's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $57K in Q1 2016.
185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2020, filed 24 May 2021.