WA
AMJ

Waverly Advisors’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Waverly Advisors’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
2015
Q4 		– Sell
-300
Closed -$9K – 407
2015
Q3 		$9K Hold
300
– – 0.01% 351
2015
Q2 		$12K Hold
300
– – 0.01% 259
2015
Q1 		$13K Hold
300
– – 0.01% 236
2014
Q4 		$14K Hold
300
– – 0.01% 260
2014
Q3 		$16K Hold
300
– – 0.01% 383
2014
Q2 		$16K Hold
300
– – 0.01% 368
2014
Q1 		$14K Buy
+300
New +$13.8K 0.01% 376
2013
Q4 		– Sell
-335
Closed -$15K – 852
2013
Q3 		$15K Buy
+335
New +$15.4K 0.01% 401

Other funds holding AMJ

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EGA
Eagle Global Advisors Houston, Texas $2.78B AUM 26.09% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
MHI
Miller Howard Investments Kingston, New York $3.66B AUM 20.05% 1-Year Est. Return
DCC
Dow Chemical Company Midland, Michigan $239M AUM 13.16% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HTC
Haverford Trust Company Radnor, Pennsylvania $10.9B AUM 18.64% 1-Year Est. Return