Creative Financial Designs’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Creative Financial Designs’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 Q4	–	Sell	-3,937	Closed	-$94K	–	626
2018 Q3	$94K	Hold	3,937	–	–	0.05%	162
2018 Q2	$96K	Hold	3,937	–	–	0.06%	180
2018 Q1	$96K	Buy	3,937 +3,115	+379%	+$76.4K	0.06%	168
2017 Q4	$20K	Buy	+822	New	+$19.5K	0.01%	314

Other funds holding DJP

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

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

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

CRC

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

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

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

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

Creative Financial Designs's DJP Position: Q4 2018 in Review

Creative Financial Designs sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2018, closing a stake of 3,937 shares — an estimated $94K sold.

Creative Financial Designs first reported a position in DJP in Q4 2017 and held it in 4 quarters. The position peaked at $96K in Q2 2018. 161 funds tracked by Wall St. Rank hold DJP as of Q4 2018.

Creative Financial Designs reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2018 after selling out during the quarter.
Creative Financial Designs sold 3,937 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2018, an estimated $94K.
Creative Financial Designs first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2017 and held it in 4 quarters.
Creative Financial Designs's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $96K in Q2 2018.
161 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2018.

Based on Creative Financial Designs's 13F filing for Q4 2018, filed 24 Jan 2019.