Wilbanks Smith & Thomas Asset Management’s JP Morgan Alerian MLP Index ETN 5/24/24 AMJ Stock Holding History

Wilbanks Smith & Thomas Asset Management’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	-15,791	Closed	-$403K	–	443
2019 Q1	$403K	Buy	+15,791	New	+$394K	0.03%	267
2018 Q4	–	Sell	-20,815	Closed	-$572K	–	1372
2018 Q3	$572K	Buy	20,815 +10,140	+95%	+$283K	0.03%	220
2018 Q2	$284K	Buy	10,675 +380	+4%	+$9.94K	0.02%	271
2018 Q1	$247K	Sell	10,295 -12,880	-56%	-$353K	0.02%	295
2017 Q4	$637K	Buy	23,175 +9,240	+66%	+$251K	0.05%	170
2017 Q3	$393K	Sell	13,935 -5,695	-29%	-$164K	0.03%	217
2017 Q2	$583K	Buy	19,630 +9,235	+89%	+$284K	0.05%	174
2017 Q1	$336K	Buy	+10,395	New	+$340K	0.03%	213

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

BJL

Brighton Jones LLC Seattle, Washington $2.37B AUM 16.36% 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

CBU

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

JMPWA

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

ECM

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

KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's AMJ Position: Q2 2019 in Review

Wilbanks Smith & Thomas Asset Management sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q2 2019, closing a stake of 15,791 shares — an estimated $403K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in AMJ in Q1 2017 and held it in 8 quarters. The position peaked at $637K in Q4 2017. 283 funds tracked by Wall St. Rank hold AMJ as of Q2 2019.

Wilbanks Smith & Thomas Asset Management reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q2 2019 after selling out during the quarter.
Wilbanks Smith & Thomas Asset Management sold 15,791 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q2 2019, an estimated $403K.
Wilbanks Smith & Thomas Asset Management first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q1 2017 and held it in 8 quarters.
Wilbanks Smith & Thomas Asset Management's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $637K in Q4 2017.
283 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q2 2019.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q2 2019, filed 7 Aug 2019.