Apriem Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Apriem Advisors’s Portfolio DJP Stock Details DJP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-3,926	Closed	-$92K	–	235
2017 Q1	$92K	Sell	3,926 -350	-8%	-$8.41K	0.03%	181
2016 Q4	$104K	Hold	4,276	–	–	0.03%	160
2016 Q3	$100K	Sell	4,276 -1,800	-30%	-$42K	0.03%	167
2016 Q2	$150K	Hold	6,076	–	–	0.05%	131
2016 Q1	$131K	Sell	6,076 -324	-5%	-$6.77K	0.05%	122
2015 Q4	$137K	Hold	6,400	–	–	0.05%	121
2015 Q3	$156K	Sell	6,400 -3,775	-37%	-$96.7K	0.06%	107
2015 Q2	$296K	Sell	10,175 -800	-7%	-$23.1K	0.1%	81
2015 Q1	$304K	Sell	10,975 -2,500	-19%	-$72K	0.11%	81
2014 Q4	$403K	Sell	13,475 -6,850	-34%	-$227K	0.15%	67
2014 Q3	$699K	Buy	20,325 +6,900	+51%	+$254K	0.27%	66
2014 Q2	$529K	Buy	13,425 +1,420	+12%	+$56.5K	0.2%	79
2014 Q1	$474K	Sell	12,005 -400	-3%	-$15.3K	0.18%	86
2013 Q4	$456K	Buy	12,405 +2,925	+31%	+$108K	0.18%	80
2013 Q3	$353K	Buy	9,480 +400	+4%	+$15.1K	0.15%	80
2013 Q2	$331K	Buy	+9,080	New	+$352K	0.16%	81

Other funds holding DJP

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

Apriem Advisors's DJP Position: Q2 2017 in Review

Apriem Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2017, closing a stake of 3,926 shares — an estimated $92K sold.

Apriem Advisors first reported a position in DJP in Q2 2013 and held it in 16 quarters. The position peaked at $699K in Q3 2014. 133 funds tracked by Wall St. Rank hold DJP as of Q2 2017.

Apriem Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2017 after selling out during the quarter.
Apriem Advisors sold 3,926 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2017, an estimated $92K.
Apriem Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 16 quarters.
Apriem Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $699K in Q3 2014.
133 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2017.

Based on Apriem Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.