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

Gupta 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
Q1 		– Sell
-135
Closed -$3K – 1171
2015
Q4 		$3K Buy
+135
New +$3.12K ﹤0.01% 1072

Other funds holding DJP

US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
MAM
Mizuho Asset Management Tokyo, Japan $462M AUM 15.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Gupta Wealth Management's DJP Position: Q1 2016 in Review

Gupta Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2016, closing a stake of 135 shares — an estimated $3K sold.

Gupta Wealth Management first reported a position in DJP in Q4 2015 and held it in 1 quarter. The position peaked at $3K in Q4 2015. 135 funds tracked by Wall St. Rank hold DJP as of Q1 2016.

  • Gupta Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2016 after selling out during the quarter.
  • Gupta Wealth Management sold 135 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2016, an estimated $3K.
  • Gupta 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 1 quarter.
  • Gupta Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $3K in Q4 2015.
  • 135 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.