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

Lake Point 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
2019 Q1	–	Sell	-1,062	Closed	-$23K	–	720
2018 Q4	$23K	Buy	+1,062	New	+$24.6K	0.01%	332

Other funds holding DJP

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

WPW

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

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

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

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

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

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

JCM

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

AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return

DCM

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

Lake Point Wealth Management's DJP Position: Q1 2019 in Review

Lake Point Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2019, closing a stake of 1,062 shares — an estimated $23K sold.

Lake Point Wealth Management first reported a position in DJP in Q4 2018 and held it in 1 quarter. The position peaked at $23K in Q4 2018. 148 funds tracked by Wall St. Rank hold DJP as of Q1 2019.

Lake Point Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2019 after selling out during the quarter.
Lake Point Wealth Management sold 1,062 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2019, an estimated $23K.
Lake Point Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2018 and held it in 1 quarter.
Lake Point Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $23K in Q4 2018.
148 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2019.

Based on Lake Point Wealth Management's 13F filing for Q1 2019, filed 3 Jun 2019.