WP
AMJ

WealthSource Partners’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

WealthSource Partners’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
2019
Q2 		– Sell
-7,912
Closed -$202K – 491
2019
Q1 		$202K Sell
7,912
-1,765
-18% -$44.1K 0.05% 333
2018
Q4 		$216K Sell
9,677
-1,498
-13% -$37.9K 0.06% 266
2018
Q3 		$307K Sell
11,175
-291
-3% -$8.12K 0.08% 218
2018
Q2 		$305K Sell
11,466
-834
-7% -$21.8K 0.09% 209
2018
Q1 		$295K Buy
12,300
+2,138
+21% +$58.6K 0.09% 206
2017
Q4 		$279K Sell
10,162
-267
-3% -$7.25K 0.09% 214
2017
Q3 		$294K Sell
10,429
-1,765
-14% -$50.8K 0.1% 208
2017
Q2 		$362K Buy
12,194
+1,011
+9% +$31.1K 0.12% 172
2017
Q1 		$361K Buy
11,183
+741
+7% +$24.2K 0.13% 165
2016
Q4 		$330K Buy
10,442
+700
+7% +$21.4K 0.14% 153
2016
Q3 		$307K Buy
9,742
+3,113
+47% +$97.9K 0.11% 182
2016
Q2 		$211K Buy
+6,629
New +$197K 0.08% 231

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CBU
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JMPWA
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ECM
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KeyBank National Association
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HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return