Clifford Swan Investment Counsel’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Clifford Swan Investment Counsel’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
2020 Q2	–	Sell	-14,500	Closed	-$240K	–	309
2020 Q1	$240K	Hold	14,500	–	–	0.01%	260
2019 Q4	$331K	Hold	14,500	–	–	0.02%	257
2019 Q3	$316K	Hold	14,500	–	–	0.02%	250
2019 Q2	$322K	Hold	14,500	–	–	0.02%	243
2019 Q1	$329K	Hold	14,500	–	–	0.02%	243
2018 Q4	$308K	Hold	14,500	–	–	0.02%	242
2018 Q3	$345K	Hold	14,500	–	–	0.02%	248
2018 Q2	$353K	Hold	14,500	–	–	0.02%	241
2018 Q1	$353K	Hold	14,500	–	–	0.02%	241
2017 Q4	$354K	Hold	14,500	–	–	0.02%	241
2017 Q3	$337K	Hold	14,500	–	–	0.02%	245
2017 Q2	$329K	Hold	14,500	–	–	0.02%	248
2017 Q1	$341K	Hold	14,500	–	–	0.02%	235
2016 Q4	$351K	Buy	+14,500	New	+$343K	0.02%	221
2016 Q3	–	Sell	-14,500	Closed	-$359K	–	282
2016 Q2	$359K	Hold	14,500	–	–	0.02%	205
2016 Q1	$312K	Hold	14,500	–	–	0.02%	226
2015 Q4	$311K	Buy	+14,500	New	+$335K	0.02%	229

Other funds holding DJP

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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Clifford Swan Investment Counsel's DJP Position: Q2 2020 in Review

Clifford Swan Investment Counsel sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2020, closing a stake of 14,500 shares — an estimated $240K sold.

Clifford Swan Investment Counsel first reported a position in DJP in Q4 2015 and held it in 17 quarters. The position peaked at $359K in Q2 2016. 107 funds tracked by Wall St. Rank hold DJP as of Q2 2020.

Clifford Swan Investment Counsel reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2020 after selling out during the quarter.
Clifford Swan Investment Counsel sold 14,500 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2020, an estimated $240K.
Clifford Swan Investment Counsel first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2015 and held it in 17 quarters.
Clifford Swan Investment Counsel's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $359K in Q2 2016.
107 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2020.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2020, filed 6 Aug 2020.