LYV
DJCI

Live Your Vision’s ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 DJCI Stock Holding History

Live Your Vision’s Portfolio DJCI Stock Details DJCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,000
Closed -$16K – 332
2017
Q1 		$16K Hold
1,000
– – 0.01% 162
2016
Q4 		$16K Buy
+1,000
New +$15.6K 0.01% 159

Other funds holding DJCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return
Ameriprise
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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
ADL
Asset Dedication LLC San Francisco, California $1.43B AUM 22.07% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Live Your Vision's DJCI Position: Q2 2017 in Review

Live Your Vision sold out of ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 (DJCI) in Q2 2017, closing a stake of 1,000 shares — an estimated $16K sold.

Live Your Vision first reported a position in DJCI in Q4 2016 and held it in 2 quarters. The position peaked at $16K in Q1 2017. 12 funds tracked by Wall St. Rank hold DJCI as of Q2 2017.

  • Live Your Vision reported no remaining ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 position as of Q2 2017 after selling out during the quarter.
  • Live Your Vision sold 1,000 ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 shares in Q2 2017, an estimated $16K.
  • Live Your Vision first reported a position in ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 in Q4 2016 and held it in 2 quarters.
  • Live Your Vision's ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 position peaked at $16K in Q1 2017.
  • 12 funds tracked by Wall St. Rank held ETRACS Linked to the Bloomberg Commodity Index Total Return due October 31, 2039 as of Q2 2017.

Based on Live Your Vision's 13F filing for Q2 2017, filed 8 Aug 2017.