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 New York $1.81T AUM 41.13% 1-Year Est. Return

Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

BJL

Brighton Jones LLC Seattle, Washington $5.38B AUM 27.31% 1-Year Est. Return

CBU

CIBC Bank USA Chicago, Illinois $756M AUM 24.68% 1-Year Est. Return

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

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

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Sheets Smith Wealth Management's AMJ Position: Q1 2018 in Review

Sheets Smith Wealth Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q1 2018, closing a stake of 7,525 shares — an estimated $207K sold.

Sheets Smith Wealth Management first reported a position in AMJ in Q2 2013 and held it in 11 quarters. The position peaked at $5.62M in Q3 2014. 292 funds tracked by Wall St. Rank hold AMJ as of Q1 2018.

Sheets Smith Wealth Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q1 2018 after selling out during the quarter.
Sheets Smith Wealth Management sold 7,525 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q1 2018, an estimated $207K.
Sheets Smith Wealth Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q2 2013 and held it in 11 quarters.
Sheets Smith Wealth Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $5.62M in Q3 2014.
292 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q1 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.