SHJ
AMJ

Sharkey, Howes & Javer’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sharkey, Howes & Javer’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
2017
Q4 		– Sell
-1,060
Closed -$1K – 228
2017
Q3 		$1K Hold
1,060
– – ﹤0.01% 203
2017
Q2 		$31K Buy
+1,060
New +$32.6K 0.02% 102
2016
Q4 		– Sell
-375
Closed -$12K – 243
2016
Q3 		$12K Hold
375
– – 0.01% 159
2016
Q2 		$12K Buy
+375
New +$11.2K 0.01% 165

Other funds holding AMJ

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CB
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BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $50.9B AUM 42.89% 1-Year Est. Return