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

Mercer Global 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
2024 Q3	–	Sell	-35,567	Closed	-$367K	–	1976
2024 Q2	$367K	Buy	+35,567	New	+$1.16M	﹤0.01%	1477
2022 Q3	–	Sell	-7,810	Closed	-$272K	–	1849
2022 Q2	$272K	Sell	7,810 -1,239	-14%	-$47.9K	﹤0.01%	1473
2022 Q1	$334K	Sell	9,049 -13	-0.1%	-$436	﹤0.01%	1455
2021 Q4	$260K	Sell	9,062 -1,174	-11%	-$34.4K	﹤0.01%	1537
2021 Q3	$299K	Sell	10,236 -373	-4%	-$10.3K	﹤0.01%	1430
2021 Q2	$289K	Sell	10,609 -16,501	-61%	-$429K	﹤0.01%	1404
2021 Q1	$642K	Buy	+27,110	New	+$638K	0.01%	967

Other funds holding DJP

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.42B AUM 22.12% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.89B AUM 16.21% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

DCM

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

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.02B AUM 21.87% 1-Year Est. Return

HBT

Heartland Bank & Trust Bloomington, Illinois $442M AUM 28.29% 1-Year Est. Return

Certuity North Palm Beach, Florida $1.52B AUM 37.29% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

LFA

Legend Financial Advisors Pittsburgh, Pennsylvania $155M AUM 36.74% 1-Year Est. Return

Mercer Global Advisors's DJP Position: Q3 2024 in Review

Mercer Global Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2024, closing a stake of 35,567 shares — an estimated $367K sold.

Mercer Global Advisors first reported a position in DJP in Q1 2021 and held it in 7 quarters. The position peaked at $642K in Q1 2021. 121 funds tracked by Wall St. Rank hold DJP as of Q3 2024.

Mercer Global Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2024 after selling out during the quarter.
Mercer Global Advisors sold 35,567 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2024, an estimated $367K.
Mercer Global Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2021 and held it in 7 quarters.
Mercer Global Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $642K in Q1 2021.
121 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2024.

Based on Mercer Global Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.