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

Sequoia Financial 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
2019
Q2 		– Sell
-11,685
Closed -$265K – 376
2019
Q1 		$265K Hold
11,685
– – 0.02% 297
2018
Q4 		$248K Hold
11,685
– – 0.03% 246
2018
Q3 		$278K Sell
11,685
-5,401
-32% -$126K 0.03% 243
2018
Q2 		$416K Sell
17,086
-133
-0.8% -$3.31K 0.04% 176
2018
Q1 		$419K Hold
17,219
– – 0.04% 177
2017
Q4 		$420K Sell
17,219
-240
-1% -$5.68K 0.04% 187
2017
Q3 		$406K Hold
17,459
– – 0.05% 174
2017
Q2 		$396K Sell
17,459
-185
-1% -$4.22K 0.05% 169
2017
Q1 		$415K Hold
17,644
– – 0.05% 157
2016
Q4 		$428K Sell
17,644
-612
-3% -$14.5K 0.06% 149
2016
Q3 		$428K Buy
18,256
+41
+0.2% +$957 0.08% 129
2016
Q2 		$450K Hold
18,215
– – 0.13% 123
2016
Q1 		$392K Sell
18,215
-3,105
-15% -$64.9K 0.13% 112
2015
Q4 		$458K Sell
21,320
-10,229
-32% -$236K 0.18% 94
2015
Q3 		$771K Sell
31,549
-14,011
-31% -$359K 0.34% 63
2015
Q2 		$1.32M Sell
45,560
-38,401
-46% -$1.11M 0.56% 38
2015
Q1 		$2.33M Sell
83,961
-171,986
-67% -$4.96M 1.07% 22
2014
Q4 		$7.66M Buy
255,947
+33,124
+15% +$1.1M 5.23% 3
2014
Q3 		$7.66M Buy
222,823
+47,873
+27% +$1.76M 5.31% 2
2014
Q2 		$6.9M Buy
+174,950
New +$6.97M 5.24% 2

Other funds holding DJP

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
FDx Advisors Chicago, Illinois $313M AUM 18.92% 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
FA
Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Sequoia Financial Advisors's DJP Position: Q2 2019 in Review

Sequoia Financial Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2019, closing a stake of 11,685 shares — an estimated $265K sold.

Sequoia Financial Advisors first reported a position in DJP in Q2 2014 and held it in 20 quarters. The position peaked at $7.66M in Q3 2014. 136 funds tracked by Wall St. Rank hold DJP as of Q2 2019.

  • Sequoia Financial Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2019 after selling out during the quarter.
  • Sequoia Financial Advisors sold 11,685 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2019, an estimated $265K.
  • Sequoia Financial Advisors 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.
  • Sequoia Financial Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $7.66M in Q3 2014.
  • 136 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2019.

Based on Sequoia Financial Advisors's 13F filing for Q2 2019, filed 31 Jul 2019.