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Steigerwald Gordon & Koch’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Steigerwald Gordon & Koch’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
2013
Q4 		– Sell
-133,179
Closed -$4.91M – 44
2013
Q3 		$4.91M Sell
133,179
-57,090
-30% -$2.15M 3.2% 6
2013
Q2 		$6.87M Buy
+190,269
New +$7.37M 4.86% 1

Other funds holding DJP

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $88.9B AUM 38.03% 1-Year Est. Return
CB
Commerce Bank Kansas City, Missouri $22.8B AUM 28.56% 1-Year Est. Return
FCBT
First Citizens Bank & Trust Raleigh, North Carolina $6.69B AUM 24.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Steigerwald Gordon & Koch's DJP Position: Q4 2013 in Review

Steigerwald Gordon & Koch sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q4 2013, closing a stake of 133,179 shares — an estimated $4.91M sold.

Steigerwald Gordon & Koch first reported a position in DJP in Q2 2013 and held it in 2 quarters. The position peaked at $6.87M in Q2 2013. 152 funds tracked by Wall St. Rank hold DJP as of Q4 2013.

  • Steigerwald Gordon & Koch 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.
  • Steigerwald Gordon & Koch sold 133,179 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q4 2013, an estimated $4.91M.
  • Steigerwald Gordon & Koch 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.
  • Steigerwald Gordon & Koch's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $6.87M in Q2 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 Steigerwald Gordon & Koch's 13F filing for Q4 2013, filed 13 Sep 2018.