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

Ropes Wealth 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
2018
Q1 		– Sell
-800
Closed -$20K – 629
2017
Q4 		$20K Buy
+800
New +$18.9K 0.01% 436

Other funds holding DJP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JCM
Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return
MG
McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Ropes Wealth Advisors's DJP Position: Q1 2018 in Review

Ropes Wealth Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2018, closing a stake of 800 shares — an estimated $20K sold.

Ropes Wealth Advisors first reported a position in DJP in Q4 2017 and held it in 1 quarter. The position peaked at $20K in Q4 2017. 162 funds tracked by Wall St. Rank hold DJP as of Q1 2018.

  • Ropes Wealth Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2018 after selling out during the quarter.
  • Ropes Wealth Advisors sold 800 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2018, an estimated $20K.
  • Ropes Wealth Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2017 and held it in 1 quarter.
  • Ropes Wealth Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $20K in Q4 2017.
  • 162 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2018.

Based on Ropes Wealth Advisors's 13F filing for Q1 2018, filed 30 Apr 2018.