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

Doyle 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
2019 Q3	–	Sell	-258	Closed	-$6K	–	326
2019 Q2	$6K	Buy	+258	New	+$5.75K	﹤0.01%	704
2019 Q1	–	Sell	-258	Closed	-$5K	–	316
2018 Q4	$5K	Buy	+258	New	+$5.99K	﹤0.01%	713

Other funds holding DJP

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

PAG

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

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

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

JCM

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

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

PCA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DCM

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

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Doyle Wealth Management's DJP Position: Q3 2019 in Review

Doyle Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2019, closing a stake of 258 shares — an estimated $6K sold.

Doyle Wealth Management first reported a position in DJP in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q2 2019. 130 funds tracked by Wall St. Rank hold DJP as of Q3 2019.

Doyle Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2019 after selling out during the quarter.
Doyle Wealth Management sold 258 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2019, an estimated $6K.
Doyle Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2018 and held it in 2 quarters.
Doyle Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $6K in Q2 2019.
130 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.