SSG
AMJ

Summit Securities Group’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Summit Securities Group’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
2020
Q4 		– Sell
-10,300
Closed -$111K – 621
2020
Q3 		$111K Hold
10,300
– – 0.01% 344
2020
Q2 		$136K Sell
10,300
-10,000
-49% -$132K 0.02% 402
2020
Q1 		$183K Sell
20,300
-18,000
-47% -$314K 0.03% 256
2019
Q4 		$835K Hold
38,300
– – 0.06% 235
2019
Q3 		$891K Sell
38,300
-100
-0.3% -$2.42K 0.08% 144
2019
Q2 		$964K Buy
38,400
+26,500
+223% +$667K 0.11% 137
2019
Q1 		$304K Buy
+11,900
New +$297K 0.06% 156
2014
Q4 		– Sell
-1,300
Closed -$69K – 760
2014
Q3 		$69K Buy
+1,300
New +$68.1K 0.02% 350

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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
ST
Sageworth Trust Lancaster, Pennsylvania $2.33B AUM 20.04% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TCA
Tortoise Capital Advisors Overland Park, Kansas $9.6B AUM 19.53% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
AP
Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return