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

YorkBridge Wealth 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
2018 Q4	–	Sell	-125	Closed	-$4K	–	779
2018 Q3	$4K	Hold	125	–	–	﹤0.01%	680
2018 Q2	$3K	Hold	125	–	–	﹤0.01%	756
2018 Q1	$3K	Hold	125	–	–	﹤0.01%	748
2017 Q4	$3K	Hold	125	–	–	﹤0.01%	776
2017 Q3	$4K	Hold	125	–	–	﹤0.01%	730
2017 Q2	$4K	Hold	125	–	–	﹤0.01%	730
2017 Q1	$4K	Hold	125	–	–	﹤0.01%	717
2016 Q4	$4K	Buy	+125	New	+$3.82K	﹤0.01%	697

Other funds holding AMJ

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

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

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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

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

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

CBU

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

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

YorkBridge Wealth Partners's AMJ Position: Q4 2018 in Review

YorkBridge Wealth Partners sold out of JP Morgan Alerian MLP Index ETN 5/24/24 (AMJ) in Q4 2018, closing a stake of 125 shares — an estimated $4K sold.

YorkBridge Wealth Partners first reported a position in AMJ in Q4 2016 and held it in 8 quarters. The position peaked at $4K in Q3 2018. 298 funds tracked by Wall St. Rank hold AMJ as of Q4 2018.

YorkBridge Wealth Partners reported no remaining JP Morgan Alerian MLP Index ETN 5/24/24 position as of Q4 2018 after selling out during the quarter.
YorkBridge Wealth Partners sold 125 JP Morgan Alerian MLP Index ETN 5/24/24 shares in Q4 2018, an estimated $4K.
YorkBridge Wealth Partners first reported a position in JP Morgan Alerian MLP Index ETN 5/24/24 in Q4 2016 and held it in 8 quarters.
YorkBridge Wealth Partners's JP Morgan Alerian MLP Index ETN 5/24/24 position peaked at $4K in Q3 2018.
298 funds tracked by Wall St. Rank held JP Morgan Alerian MLP Index ETN 5/24/24 as of Q4 2018.

Based on YorkBridge Wealth Partners's 13F filing for Q4 2018, filed 14 Feb 2019.