Shine Investment Advisory Services’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Shine Investment Advisory Services’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 Q4	–	Sell	-11,152	Closed	-$306K	–	688
2018 Q3	$306K	Sell	11,152 -748	-6%	-$20.9K	0.16%	82
2018 Q2	$316K	Buy	11,900 +11,152	+1,491%	+$292K	0.16%	74
2018 Q1	$18K	Hold	748	–	–	0.01%	472
2017 Q4	$21K	Sell	748 -22,727	-97%	-$617K	0.01%	450
2017 Q3	$662K	Buy	+23,475	New	+$675K	0.34%	45
2016 Q1	–	Sell	-406,738	Closed	-$11.8M	–	33
2015 Q4	$11.8M	Buy	406,738 +309,401	+318%	+$9.5M	11.67%	3
2015 Q3	$2.96M	Buy	+97,337	New	+$3.5M	3.4%	10

Other funds holding AMJ

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

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

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 1-Year Est. Return

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

JMPWA

JP Morgan Private Wealth Advisors San Francisco, California $35B AUM 24.26% 1-Year Est. Return

CBU

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

ECM

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

Shine Investment Advisory Services's AMJ Position: Q4 2018 in Review

Shine Investment Advisory Services sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 11,152 shares — an estimated $306K sold.

Shine Investment Advisory Services first reported a position in AMJ in Q3 2015 and held it in 7 quarters. The position peaked at $11.8M in Q4 2015. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

Shine Investment Advisory Services reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
Shine Investment Advisory Services sold 11,152 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $306K.
Shine Investment Advisory Services first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2015 and held it in 7 quarters.
Shine Investment Advisory Services's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $11.8M in Q4 2015.
298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on Shine Investment Advisory Services's 13F filing for Q4 2018, filed 23 Jan 2019.