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

BJL

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

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

Sageworth Trust Lancaster, Pennsylvania $2.54B AUM 23.56% 1-Year Est. Return

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

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

ECM

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

Arlington Partners Birmingham, Alabama $55.4M AUM 8% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Summit Securities Group's AMJ Position: Q4 2020 in Review

Summit Securities Group sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2020, closing a stake of 10,300 shares — an estimated $111K sold.

Summit Securities Group first reported a position in AMJ in Q3 2014 and held it in 8 quarters. The position peaked at $964K in Q2 2019. 185 funds tracked by Wall St. Rank hold AMJ as of Q4 2020.

Summit Securities Group reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2020 after selling out during the quarter.
Summit Securities Group sold 10,300 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2020, an estimated $111K.
Summit Securities Group first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q3 2014 and held it in 8 quarters.
Summit Securities Group's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $964K in Q2 2019.
185 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2020.

Based on Summit Securities Group's 13F filing for Q4 2020, filed 25 Feb 2021.