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

Concert 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
2016
Q4 		– Sell
-11,103
Closed -$260K – 553
2016
Q3 		$260K Buy
+11,103
New +$259K 0.03% 540
2016
Q2 		– Sell
-373,920
Closed -$8.05M – 695
2016
Q1 		$8.05M Sell
373,920
-2,633
-0.7% -$55K 1.08% 10
2015
Q4 		$8.09M Buy
+376,553
New +$8.69M 1.08% 10

Other funds holding DJP

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Concert Wealth Management's DJP Position: Q4 2016 in Review

Concert Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2016, closing a stake of 11,103 shares — an estimated $260K sold.

Concert Wealth Management first reported a position in DJP in Q4 2015 and held it in 3 quarters. The position peaked at $8.09M in Q4 2015. 136 funds tracked by Wall St. Rank hold DJP as of Q4 2016.

  • Concert Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2016 after selling out during the quarter.
  • Concert Wealth Management sold 11,103 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2016, an estimated $260K.
  • Concert Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2015 and held it in 3 quarters.
  • Concert Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $8.09M in Q4 2015.
  • 136 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2016.

Based on Concert Wealth Management's 13F filing for Q4 2016, filed 10 Feb 2017.