Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
LPT
Legacy Private Trust’s
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036
DJP
Stock Holding History
Legacy Private Trust’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
2014
Q3
–
Sell
-481,562
Closed
-$19M
–
256
2014
Q2
$19M
Sell
481,562
-231,708
-32%
-$9.23M
2.93%
5
2014
Q1
$28.1M
Buy
713,270
+698,277
+4,657%
+$26.6M
4.91%
2
2013
Q4
$551K
Buy
+14,993
New
+$552K
0.1%
132
Other funds holding DJP
Wells Fargo
San Francisco, California
$501B AUM
22.01%
1-Year Est. Return
US Bancorp
Minneapolis, Minnesota
$82.4B AUM
19.69%
1-Year Est. Return
JP Morgan Chase
New York
$1.47T AUM
27.86%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
W
Wealthfront
Palo Alto, California
$10.4B AUM
6.15%
1-Year Est. Return
PAG
Pinnacle Advisory Group
Columbia, Maryland
$2.17B AUM
39.21%
1-Year Est. Return
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
Envestnet Asset Management
Chicago, Illinois
$374B AUM
17.66%
1-Year Est. Return
Deutsche Bank
Frankfurt Am Main Ge, Germany
$303B AUM
30.15%
1-Year Est. Return
BCI
Brinker Capital Investments
Berwyn, Pennsylvania
$11.7B AUM
21.33%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close