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Calton & Associates’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-1,080
Closed -$26K – 555
2017
Q4 		$26K Buy
+1,080
New +$25.6K 0.01% 834

Other funds holding DJP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Calton & Associates's DJP Position: Q1 2018 in Review

Calton & Associates sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2018, closing a stake of 1,080 shares — an estimated $26K sold.

Calton & Associates first reported a position in DJP in Q4 2017 and held it in 1 quarter. The position peaked at $26K in Q4 2017. 162 funds tracked by Wall St. Rank hold DJP as of Q1 2018.

  • Calton & Associates reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 1,080 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2018, an estimated $26K.
  • Calton & Associates first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $26K in Q4 2017.
  • 162 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.