Global Financial Private Client’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Global Financial Private Client’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 Q4	–	Sell	-400	Closed	-$7.71K	–	570
2020 Q3	$7.71K	Hold	400	–	–	0.01%	321
2020 Q2	$7.07K	Hold	400	–	–	0.01%	366
2020 Q1	$6.42K	Hold	400	–	–	0.01%	383
2019 Q4	$9.14K	Buy	+400	New	+$8.89K	0.01%	386

Other funds holding DJP

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

PCA

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

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

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

JCM

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

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

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

DCM

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

PAG

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

WTB

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

Global Financial Private Client's DJP Position: Q4 2020 in Review

Global Financial Private Client sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2020, closing a stake of 400 shares — an estimated $7.71K sold.

Global Financial Private Client first reported a position in DJP in Q4 2019 and held it in 4 quarters. The position peaked at $9.14K in Q4 2019. 121 funds tracked by Wall St. Rank hold DJP as of Q4 2020.

Global Financial Private Client reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2020 after selling out during the quarter.
Global Financial Private Client sold 400 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2020, an estimated $7.71K.
Global Financial Private Client first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2019 and held it in 4 quarters.
Global Financial Private Client's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $9.14K in Q4 2019.
121 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2020.

Based on Global Financial Private Client's 13F filing for Q4 2020, filed 16 May 2024.