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

Executive 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	-673	Closed	-$15K	–	300
2019 Q2	$15K	Sell	673 -2	-0.3%	-$45	﹤0.01%	523
2019 Q1	$15K	Sell	675 -704	-51%	-$15.8K	﹤0.01%	474
2018 Q4	$29K	Buy	+1,379	New	+$32K	0.01%	369

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

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

Executive Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2019, closing a stake of 673 shares — an estimated $15K sold.

Executive Wealth Management first reported a position in DJP in Q4 2018 and held it in 3 quarters. The position peaked at $29K in Q4 2018. 130 funds tracked by Wall St. Rank hold DJP as of Q3 2019.

Executive 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.
Executive Wealth Management sold 673 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2019, an estimated $15K.
Executive 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 3 quarters.
Executive Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $29K in Q4 2018.
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 Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.