SSWM
AMJ

Sheets Smith Wealth Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Sheets Smith Wealth Management’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
2018
Q1 		– Sell
-7,525
Closed -$207K – 341
2017
Q4 		$207K Sell
7,525
-3,450
-31% -$93.6K 0.05% 311
2017
Q3 		$310K Buy
10,975
+2,850
+35% +$82K 0.08% 252
2017
Q2 		$241K Hold
8,125
– – 0.06% 274
2017
Q1 		$262K Buy
+8,125
New +$265K 0.07% 256
2015
Q1 		– Sell
-37,850
Closed -$1.74M – 261
2014
Q4 		$1.74M Sell
37,850
-68,100
-64% -$3.33M 0.45% 64
2014
Q3 		$5.62M Buy
105,950
+40,428
+62% +$2.12M 1.53% 10
2014
Q2 		$3.43M Buy
65,522
+15,029
+30% +$740K 0.92% 32
2014
Q1 		$2.35M Buy
50,493
+3,104
+7% +$143K 0.66% 47
2013
Q4 		$2.2M Sell
47,389
-17,178
-27% -$775K 0.61% 50
2013
Q3 		$2.88M Buy
64,567
+8,301
+15% +$382K 0.94% 29
2013
Q2 		$2.62M Buy
+56,266
New +$2.61M 0.89% 31

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BJL
Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return
CBU
CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $27.4B AUM 24.17% 1-Year Est. Return