SKK
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Shepherd Kaplan Krochuk’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Shepherd Kaplan Krochuk’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
2014
Q1 		– Sell
-5,504
Closed -$202K – 598
2013
Q4 		$202K Buy
+5,504
New +$203K 0.03% 435

Other funds holding DJP

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
W
Wealthfront Palo Alto, California $10.4B AUM 6.15% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LPT
Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $20.7B AUM 23.76% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Shepherd Kaplan Krochuk's DJP Position: Q1 2014 in Review

Shepherd Kaplan Krochuk sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2014, closing a stake of 5,504 shares — an estimated $202K sold.

Shepherd Kaplan Krochuk first reported a position in DJP in Q4 2013 and held it in 1 quarter. The position peaked at $202K in Q4 2013. 140 funds tracked by Wall St. Rank hold DJP as of Q1 2014.

  • Shepherd Kaplan Krochuk reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 5,504 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2014, an estimated $202K.
  • Shepherd Kaplan Krochuk first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2013 and held it in 1 quarter.
  • Shepherd Kaplan Krochuk's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $202K in Q4 2013.
  • 140 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q1 2014, filed 15 May 2014.