United Capital Financial Advisors’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

United Capital Financial Advisors’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
2018 Q3	–	Sell	-1,630,789	Closed	-$39.7M	–	1341
2018 Q2	$39.7M	Buy	+1,630,789	New	+$40.6M	0.3%	70
2015 Q4	–	Sell	-9,333	Closed	-$228K	–	1226
2015 Q3	$228K	Sell	9,333 -4,195	-31%	-$107K	﹤0.01%	1126
2015 Q2	$393K	Sell	13,528 -3,841	-22%	-$111K	﹤0.01%	1000
2015 Q1	$512K	Buy	17,369 +1,030	+6%	+$29.7K	0.01%	886
2014 Q4	$489K	Sell	16,339 -7,126	-30%	-$236K	0.01%	828
2014 Q3	$806K	Buy	+23,465	New	+$862K	0.01%	666
2014 Q2	–	Sell	-19,840	Closed	-$783K	–	823
2014 Q1	$783K	Buy	+19,840	New	+$757K	0.02%	536
2013 Q4	–	Sell	-26,171	Closed	-$975K	–	667
2013 Q3	$975K	Sell	26,171 -12,789	-33%	-$482K	0.03%	349
2013 Q2	$1.42M	Buy	+38,960	New	+$1.51M	0.04%	354

Other funds holding DJP

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

Evensky & Katz Coral Gables, Florida $1.94B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

McCutchen Group Seattle, Washington $464M AUM 22.73% 1-Year Est. Return

FDx Advisors Chicago, Illinois $313M AUM 18.92% 1-Year Est. Return

JCM

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

United Capital Financial Advisors's DJP Position: Q3 2018 in Review

United Capital Financial Advisors sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q3 2018, closing a stake of 1,630,789 shares — an estimated $39.7M sold.

United Capital Financial Advisors first reported a position in DJP in Q2 2013 and held it in 9 quarters. The position peaked at $39.7M in Q2 2018. 160 funds tracked by Wall St. Rank hold DJP as of Q3 2018.

United Capital Financial Advisors reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q3 2018 after selling out during the quarter.
United Capital Financial Advisors sold 1,630,789 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q3 2018, an estimated $39.7M.
United Capital Financial Advisors first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q2 2013 and held it in 9 quarters.
United Capital Financial Advisors's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $39.7M in Q2 2018.
160 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q3 2018.

Based on United Capital Financial Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.