Halbert Hargrove Global Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Halbert Hargrove Global Advisors’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
2017 Q2	–	Sell	-33,742	Closed	-$794K	–	70
2017 Q1	$794K	Buy	+33,742	New	+$810K	0.2%	21
2013 Q3	–	Sell	-19,682	Closed	-$718K	–	109
2013 Q2	$718K	Buy	+19,682	New	+$762K	0.26%	28

Other funds holding DJP

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

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

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

CAL

Capital Analysts LLC Fort Washington, Pennsylvania $3.81B AUM 15.52% 1-Year Est. Return

WPW

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

Halbert Hargrove Global Advisors's DJP Position: Q2 2017 in Review

Halbert Hargrove Global Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2017, closing a stake of 33,742 shares — an estimated $794K sold.

Halbert Hargrove Global Advisors first reported a position in DJP in Q2 2013 and held it in 2 quarters. The position peaked at $794K in Q1 2017. 133 funds tracked by Wall St. Rank hold DJP as of Q2 2017.

Halbert Hargrove Global Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2017 after selling out during the quarter.
Halbert Hargrove Global Advisors sold 33,742 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2017, an estimated $794K.
Halbert Hargrove Global Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 2 quarters.
Halbert Hargrove Global Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $794K in Q1 2017.
133 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2017.

Based on Halbert Hargrove Global Advisors's 13F filing for Q2 2017, filed 4 Aug 2017.