Next Financial Group’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Next Financial Group’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 Q1	–	Sell	-60	Closed	-$1K	–	2178
2019 Q4	$1K	Hold	60	–	–	﹤0.01%	2262
2019 Q3	$1K	Hold	60	–	–	﹤0.01%	2204
2019 Q2	$1K	Hold	60	–	–	﹤0.01%	2198
2019 Q1	$1K	Hold	60	–	–	﹤0.01%	1543
2018 Q4	$1K	Hold	60	–	–	﹤0.01%	1830
2018 Q3	$1K	Buy	+60	New	+$1.4K	﹤0.01%	1381
2017 Q4	–	Sell	-60	Closed	-$1K	–	513
2017 Q3	$1K	Hold	60	–	–	﹤0.01%	1677
2017 Q2	$1K	Hold	60	–	–	﹤0.01%	1825
2017 Q1	$1K	Sell	60 -2,220	-97%	-$53.3K	﹤0.01%	1790
2016 Q4	$55K	Hold	2,280	–	–	0.01%	921
2016 Q3	$54K	Buy	2,280 +2,016	+764%	+$47.1K	0.01%	912
2016 Q2	$6K	Buy	264 +204	+340%	+$4.76K	﹤0.01%	1352
2016 Q1	$1K	Hold	60	–	–	﹤0.01%	1619
2015 Q4	$1K	Sell	60 -450	-88%	-$10.4K	﹤0.01%	1669
2015 Q3	$12K	Hold	510	–	–	﹤0.01%	1139
2015 Q2	$14K	Hold	510	–	–	﹤0.01%	1140
2015 Q1	$14K	Hold	510	–	–	﹤0.01%	1124
2014 Q4	$15K	Sell	510 -4,430	-90%	-$147K	0.01%	1088
2014 Q3	$170K	Sell	4,940 -245	-5%	-$9.01K	0.03%	499
2014 Q2	$192K	Buy	+5,185	New	+$206K	0.1%	158

Other funds holding DJP

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

CRC

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JCM

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

PCA

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

PAG

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

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

DCM

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

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

Next Financial Group's DJP Position: Q1 2020 in Review

Next Financial Group sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2020, closing a stake of 60 shares — an estimated $1K sold.

Next Financial Group first reported a position in DJP in Q2 2014 and held it in 20 quarters. The position peaked at $192K in Q2 2014. 119 funds tracked by Wall St. Rank hold DJP as of Q1 2020.

Next Financial Group reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2020 after selling out during the quarter.
Next Financial Group sold 60 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2020, an estimated $1K.
Next Financial Group first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2014 and held it in 20 quarters.
Next Financial Group's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $192K in Q2 2014.
119 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2020.

Based on Next Financial Group's 13F filing for Q1 2020, filed 27 Apr 2020.