Lenox Wealth Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Lenox Wealth Advisors’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
2020 Q2	–	Sell	-2,375	Closed	-$39K	–	636
2020 Q1	$39K	Buy	+2,375	New	+$48.1K	0.01%	163
2018 Q2	–	Sell	-3,235	Closed	-$79K	–	571
2018 Q1	$79K	Buy	+3,235	New	+$79.3K	0.02%	121
2014 Q1	–	Sell	-1,281	Closed	-$47K	–	227
2013 Q4	$47K	Hold	1,281	–	–	0.03%	67
2013 Q3	$48K	Hold	1,281	–	–	0.04%	35
2013 Q2	$47K	Buy	+1,281	New	+$49.6K	0.05%	35

Other funds holding DJP

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

CRC

Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

JCM

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

DCM

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

Lenox Wealth Advisors's DJP Position: Q2 2020 in Review

Lenox Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2020, closing a stake of 2,375 shares — an estimated $39K sold.

Lenox Wealth Advisors first reported a position in DJP in Q2 2013 and held it in 5 quarters. The position peaked at $79K in Q1 2018. 107 funds tracked by Wall St. Rank hold DJP as of Q2 2020.

Lenox Wealth Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2020 after selling out during the quarter.
Lenox Wealth Advisors sold 2,375 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2020, an estimated $39K.
Lenox Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 5 quarters.
Lenox Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $79K in Q1 2018.
107 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2020.

Based on Lenox Wealth Advisors's 13F filing for Q2 2020, filed 14 Jul 2020.