Smith & Howard Wealth Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2013
Q4
Sell
-460
Closed -$17K 255
2013
Q3
$17K Hold
460
0.01% 172
2013
Q2
$17K Buy
+460
New +$17.8K 0.01% 145

Other funds holding DJP

Smith & Howard Wealth Management's DJP Position: Q4 2013 in Review

Smith & Howard Wealth Management sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2013, closing a stake of 460 shares — an estimated $17K sold.

Smith & Howard Wealth Management first reported a position in DJP in Q2 2013 and held it in 2 quarters. The position peaked at $17K in Q3 2013. 152 funds tracked by Wall St. Rank hold DJP as of Q4 2013.

  • Smith & Howard Wealth Management reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q4 2013 after selling out during the quarter.
  • Smith & Howard Wealth Management sold 460 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2013, an estimated $17K.
  • Smith & Howard Wealth Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 2 quarters.
  • Smith & Howard Wealth Management's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $17K in Q3 2013.
  • 152 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q4 2013.

Based on Smith & Howard Wealth Management's 13F filing for Q4 2013, filed 13 Feb 2014.