MWM
JJC

Merriman Wealth Management’s iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN JJC Stock Holding History

Merriman Wealth Management’s Portfolio JJC Stock Details JJC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-24,000
Closed -$493K – 239
2021
Q3 		$493K Buy
24,000
+3,000
+14% +$64.7K 0.04% 140
2021
Q2 		$452K Buy
+21,000
New +$465K 0.04% 165

Other funds holding JJC

SL
Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
BCV
Banque Cantonale Vaudoise Lausanne, Switzerland $722M AUM 30.45% 1-Year Est. Return
AC
Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
RCAG
Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GVAG
Great Valley Advisor Group Wilmington, Delaware $6.33B AUM 25.27% 1-Year Est. Return
CIBC Private Wealth Group
CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Merriman Wealth Management's JJC Position: Q4 2021 in Review

Merriman Wealth Management sold out of iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN (JJC) in Q4 2021, closing a stake of 24,000 shares — an estimated $493K sold.

Merriman Wealth Management first reported a position in JJC in Q2 2021 and held it in 2 quarters. The position peaked at $493K in Q3 2021. 19 funds tracked by Wall St. Rank hold JJC as of Q4 2021.

  • Merriman Wealth Management reported no remaining iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN position as of Q4 2021 after selling out during the quarter.
  • Merriman Wealth Management sold 24,000 iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN shares in Q4 2021, an estimated $493K.
  • Merriman Wealth Management first reported a position in iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN in Q2 2021 and held it in 2 quarters.
  • Merriman Wealth Management's iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN position peaked at $493K in Q3 2021.
  • 19 funds tracked by Wall St. Rank held iPath Series B Bloomberg Copper Subindex Total ReturnSM ETN as of Q4 2021.

Based on Merriman Wealth Management's 13F filing for Q4 2021, filed 1 Feb 2022.