InterOcean Capital Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

InterOcean Capital Group’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
2023 Q1	–	Sell	-81,297	Closed	-$2.74M	–	432
2022 Q4	$2.74M	Buy	+81,297	New	+$2.76M	0.1%	117

Other funds holding DJP

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

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

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

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

DCM

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

CWM

Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return

InterOcean Capital Group's DJP Position: Q1 2023 in Review

InterOcean Capital Group sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2023, closing a stake of 81,297 shares — an estimated $2.74M sold.

InterOcean Capital Group first reported a position in DJP in Q4 2022 and held it in 1 quarter. The position peaked at $2.74M in Q4 2022. 142 funds tracked by Wall St. Rank hold DJP as of Q1 2023.

InterOcean Capital Group reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2023 after selling out during the quarter.
InterOcean Capital Group sold 81,297 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2023, an estimated $2.74M.
InterOcean Capital Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2022 and held it in 1 quarter.
InterOcean Capital Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $2.74M in Q4 2022.
142 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2023.

Based on InterOcean Capital Group's 13F filing for Q1 2023, filed 15 May 2023.