LF
JO

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

Lee Financial’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
2017
Q3 		– Sell
-276
Closed -$5K – 548
2017
Q2 		$5K Buy
+276
New +$4.95K ﹤0.01% 406

Other funds holding JO

Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Lee Financial's JO Position: Q3 2017 in Review

Lee Financial sold out of iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 (JO) in Q3 2017, closing a stake of 276 shares — an estimated $5K sold.

Lee Financial first reported a position in JO in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 21 funds tracked by Wall St. Rank hold JO as of Q3 2017.

  • Lee Financial reported no remaining iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 276 iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 shares in Q3 2017, an estimated $5K.
  • Lee Financial first reported a position in iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 in Q2 2017 and held it in 1 quarter.
  • Lee Financial's iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 position peaked at $5K in Q2 2017.
  • 21 funds tracked by Wall St. Rank held iPath Bloomberg Coffee Subindex Total Return ETN due June 24, 2038 as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.