IFP Advisors’s iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 JO Stock Holding History

IFP Advisors’s Portfolio JO Stock Details JO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-2,000	Closed	-$45K	–	4251
2016 Q3	$45K	Hold	2,000	–	–	﹤0.01%	1889
2016 Q2	$44K	Buy	+2,000	New	+$39.1K	﹤0.01%	1855
2016 Q1	–	Sell	-2,000	Closed	-$39K	–	3977
2015 Q4	$39K	Buy	+2,000	New	+$39K	﹤0.01%	1767

Other funds holding JO

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

IFP Advisors's JO Position: Q4 2016 in Review

IFP Advisors sold out of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) in Q4 2016, closing a stake of 2,000 shares — an estimated $45K sold.

IFP Advisors first reported a position in JO in Q4 2015 and held it in 3 quarters. The position peaked at $45K in Q3 2016. 21 funds tracked by Wall St. Rank hold JO as of Q4 2016.

IFP Advisors reported no remaining iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position as of Q4 2016 after selling out during the quarter.
IFP Advisors sold 2,000 iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 shares in Q4 2016, an estimated $45K.
IFP Advisors first reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in Q4 2015 and held it in 3 quarters.
IFP Advisors's iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position peaked at $45K in Q3 2016.
21 funds tracked by Wall St. Rank held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.