McKinley Carter Wealth Services’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

McKinley Carter Wealth Services’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 Q4	–	Sell	-11,716	Closed	-$403K	–	95
2014 Q3	$403K	Sell	11,716 -2,775	-19%	-$102K	0.38%	55
2014 Q2	$572K	Sell	14,491 -418	-3%	-$16.6K	0.6%	45
2014 Q1	$588K	Sell	14,909 -4,876	-25%	-$186K	0.64%	48
2013 Q4	$727K	Sell	19,785 -11,577	-37%	-$426K	0.71%	40
2013 Q3	$1.17M	Sell	31,362 -2,414	-7%	-$90.9K	1.38%	23
2013 Q2	$1.23M	Buy	+33,776	New	+$1.31M	1.86%	21

Other funds holding DJP

Wells Fargo San Francisco, California $530B 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 $1.56T AUM 27.86% 1-Year Est. Return

Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return

CNB

City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

CAPTRUST Financial Advisors Raleigh, North Carolina $57.3B AUM 18.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

FCBT

First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return

PAG

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

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

McKinley Carter Wealth Services's DJP Position: Q4 2014 in Review

McKinley Carter Wealth Services sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2014, closing a stake of 11,716 shares — an estimated $403K sold.

McKinley Carter Wealth Services first reported a position in DJP in Q2 2013 and held it in 6 quarters. The position peaked at $1.23M in Q2 2013. 154 funds tracked by Wall St. Rank hold DJP as of Q4 2014.

McKinley Carter Wealth Services reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2014 after selling out during the quarter.
McKinley Carter Wealth Services sold 11,716 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2014, an estimated $403K.
McKinley Carter Wealth Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 6 quarters.
McKinley Carter Wealth Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $1.23M in Q2 2013.
154 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2014.

Based on McKinley Carter Wealth Services's 13F filing for Q4 2014, filed 5 Feb 2015.