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

Rockefeller Financial 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
2017
Q1 		– Sell
-250
Closed -$6K – 475
2016
Q4 		$6K Hold
250
– – ﹤0.01% 483
2016
Q3 		$6K Sell
250
-14,463
-98% -$338K ﹤0.01% 436
2016
Q2 		$364K Buy
14,713
+14,463
+5,785% +$338K 0.01% 281
2016
Q1 		$5K Hold
250
– – ﹤0.01% 563
2015
Q4 		$5K Buy
+250
New +$5.77K ﹤0.01% 506

Other funds holding DJP

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return

Rockefeller Financial Services's DJP Position: Q1 2017 in Review

Rockefeller Financial Services sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2017, closing a stake of 250 shares — an estimated $6K sold.

Rockefeller Financial Services first reported a position in DJP in Q4 2015 and held it in 5 quarters. The position peaked at $364K in Q2 2016. 143 funds tracked by Wall St. Rank hold DJP as of Q1 2017.

  • Rockefeller Financial Services reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2017 after selling out during the quarter.
  • Rockefeller Financial Services sold 250 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2017, an estimated $6K.
  • Rockefeller Financial Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2015 and held it in 5 quarters.
  • Rockefeller Financial Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $364K in Q2 2016.
  • 143 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2017.

Based on Rockefeller Financial Services's 13F filing for Q1 2017, filed 28 Apr 2017.