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Braver Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Braver Wealth Management’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
2015
Q1 		– Sell
-9,532
Closed -$285K – 90
2014
Q4 		$285K Sell
9,532
-20,204
-68% -$669K 0.06% 75
2014
Q3 		$1.02M Buy
+29,736
New +$1.09M 0.31% 54

Other funds holding DJP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Braver Wealth Management's DJP Position: Q1 2015 in Review

Braver Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2015, closing a stake of 9,532 shares — an estimated $285K sold.

Braver Wealth Management first reported a position in DJP in Q3 2014 and held it in 2 quarters. The position peaked at $1.02M in Q3 2014. 150 funds tracked by Wall St. Rank hold DJP as of Q1 2015.

  • Braver Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2015 after selling out during the quarter.
  • Braver Wealth Management sold 9,532 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2015, an estimated $285K.
  • Braver Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2014 and held it in 2 quarters.
  • Braver Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.02M in Q3 2014.
  • 150 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2015.

Based on Braver Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.