Security National Trust’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Security National Trust’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
2015 Q4	–	Sell	-550	Closed	-$17K	–	501
2015 Q3	$17K	Hold	550	–	–	0.01%	341
2015 Q2	$22K	Hold	550	–	–	0.01%	335
2015 Q1	$24K	Hold	550	–	–	0.01%	341
2014 Q4	$25K	Hold	550	–	–	0.01%	335
2014 Q3	$29K	Hold	550	–	–	0.01%	311
2014 Q2	$29K	Hold	550	–	–	0.01%	317
2014 Q1	$26K	Hold	550	–	–	0.01%	332
2013 Q4	$25K	Hold	550	–	–	0.01%	332
2013 Q3	$25K	Hold	550	–	–	0.01%	315
2013 Q2	$24K	Buy	+550	New	+$25.5K	0.01%	313

Other funds holding AMJ

JP Morgan Chase

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

CIBC Private Wealth Group

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

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return

Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return

Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return

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

Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return