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

Simplicity 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 Q4	–	Sell	-43,811	Closed	-$853K	–	939
2020 Q3	$853K	Buy	43,811 +8,491	+24%	+$163K	0.02%	523
2020 Q2	$621K	Buy	35,320 +15,361	+77%	+$259K	0.01%	588
2020 Q1	$330K	Buy	19,959 +4,719	+31%	+$95.6K	0.01%	589
2019 Q4	$348K	Buy	+15,240	New	+$339K	0.01%	630
2019 Q2	–	Sell	-22,041	Closed	-$499K	–	692
2019 Q1	$499K	Sell	22,041 -17,102	-44%	-$384K	0.03%	394
2018 Q4	$831K	Buy	39,143 +28,024	+252%	+$650K	0.11%	210
2018 Q3	$264K	Buy	+11,119	New	+$259K	0.02%	430

Other funds holding DJP

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

JCM

Janney Capital Management Pittsburgh, Pennsylvania $1.59B AUM 23.25% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

MWPCG

Measured Wealth Private Client Group Portsmouth, New Hampshire $366M AUM 21.68% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

WTB

Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return

Simplicity Solutions's DJP Position: Q4 2020 in Review

Simplicity Solutions sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2020, closing a stake of 43,811 shares — an estimated $853K sold.

Simplicity Solutions first reported a position in DJP in Q3 2018 and held it in 7 quarters. The position peaked at $853K in Q3 2020. 121 funds tracked by Wall St. Rank hold DJP as of Q4 2020.

Simplicity Solutions reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2020 after selling out during the quarter.
Simplicity Solutions sold 43,811 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2020, an estimated $853K.
Simplicity Solutions first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q3 2018 and held it in 7 quarters.
Simplicity Solutions's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $853K in Q3 2020.
121 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2020.

Based on Simplicity Solutions's 13F filing for Q4 2020, filed 9 Feb 2021.