OPS
DJP icon

Orion Portfolio Solutions’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Orion Portfolio Solutions’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
Q3 		– Sell
-2,664
Closed -$47K – 823
2020
Q2 		$47K Hold
2,664
– – ﹤0.01% 715
2020
Q1 		$44K Hold
2,664
– – ﹤0.01% 616
2019
Q4 		$61K Buy
+2,664
New +$59.2K ﹤0.01% 515

Other funds holding DJP

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PCA
Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
Envestnet Asset Management
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
MWPCG
Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Orion Portfolio Solutions's DJP Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2020, closing a stake of 2,664 shares — an estimated $47K sold.

Orion Portfolio Solutions first reported a position in DJP in Q4 2019 and held it in 3 quarters. The position peaked at $61K in Q4 2019. 114 funds tracked by Wall St. Rank hold DJP as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 2,664 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2020, an estimated $47K.
  • Orion Portfolio Solutions first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2019 and held it in 3 quarters.
  • Orion Portfolio Solutions's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $61K in Q4 2019.
  • 114 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.