Sonora Investment Management’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Sonora Investment Management’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
2021 Q3	$35K	Hold	1,182	–	–	﹤0.01%	498
2021 Q2	$32K	Hold	1,182	–	–	﹤0.01%	475
2021 Q1	$28K	Hold	1,182	–	–	﹤0.01%	787
2020 Q4	$26K	Hold	1,182	–	–	﹤0.01%	806
2020 Q3	$23K	Hold	1,182	–	–	﹤0.01%	843
2020 Q2	$21K	Hold	1,182	–	–	﹤0.01%	770
2020 Q1	$20K	Hold	1,182	–	–	﹤0.01%	761
2019 Q4	$27K	Hold	1,182	–	–	﹤0.01%	714
2019 Q3	$26K	Hold	1,182	–	–	﹤0.01%	735
2019 Q2	$26K	Hold	1,182	–	–	﹤0.01%	735
2019 Q1	$27K	Buy	+1,182	New	+$26.6K	﹤0.01%	669

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 $3.37T AUM 44.26% 1-Year Est. Return

DCM

Dimension Capital Management Coral Gables, Florida $854M AUM 21.01% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

OPCM

Osborne Partners Capital Management San Francisco, California $1.8B AUM 22.23% 1-Year Est. Return

JCM

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

BBA

BLB&B Advisors Montgomeryville, Pennsylvania $2.73B AUM 25.76% 1-Year Est. Return

BPWM

Badgley Phelps Wealth Managers Seattle, Washington $5.71B AUM 30.33% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.78B AUM 23.76% 1-Year Est. Return

Sonora Investment Management's DJP Position: Q3 2021 in Review

Sonora Investment Management held its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) position steady in Q3 2021 at 1,182 shares worth $35K. The position accounts for ﹤0.01% of the portfolio, ranked #498.

Sonora Investment Management first reported a position in DJP in Q1 2019 and has held it in 11 quarters since. 129 funds tracked by Wall St. Rank hold DJP as of Q3 2021.

Sonora Investment Management held 1,182 shares of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 worth $35K as of Q3 2021.
Sonora Investment Management left its iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 share count unchanged in Q3 2021.
iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #498 holding.
Sonora Investment Management first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2019 and has held it in 11 quarters since.
129 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.