Wealthspire Advisors (Maryland)’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Wealthspire Advisors (Maryland)’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
2019 Q2	–	Sell	-2,998	Closed	-$68K	–	850
2019 Q1	$68K	Sell	2,998 -856	-22%	-$19.2K	0.01%	781
2018 Q4	$82K	Sell	3,854 -262	-6%	-$6.08K	0.01%	672
2018 Q3	$98K	Sell	4,116 -3,789	-48%	-$88.4K	0.01%	693
2018 Q2	$192K	Sell	7,905 -1,265	-14%	-$31.5K	0.02%	477
2018 Q1	$223K	Sell	9,170 -1,065	-10%	-$26.1K	0.02%	434
2017 Q4	$250K	Sell	10,235 -1,530	-13%	-$36.2K	0.02%	416
2017 Q3	$274K	Sell	11,765 -774	-6%	-$17.8K	0.03%	386
2017 Q2	$284K	Sell	12,539 -106	-0.8%	-$2.42K	0.03%	354
2017 Q1	$297K	Sell	12,645 -1,359	-10%	-$32.6K	0.04%	289
2016 Q4	$339K	Sell	14,004 -3,010	-18%	-$71.2K	0.05%	250
2016 Q3	$399K	Sell	17,014 -1,345	-7%	-$31.4K	0.06%	210
2016 Q2	$454K	Hold	18,359	–	–	0.08%	177
2016 Q1	$395K	Sell	18,359 -358	-2%	-$7.48K	0.07%	194
2015 Q4	$402K	Buy	+18,717	New	+$432K	0.07%	192

Other funds holding DJP

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

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.56B AUM 17.72% 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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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

PCA

Personal Capital Advisors Redwood City, California $20.6B AUM 13.65% 1-Year Est. Return

Forefront Analytics West Conshohocken, Pennsylvania $110M AUM 18.54% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DJP Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2019, closing a stake of 2,998 shares — an estimated $68K sold.

Wealthspire Advisors (Maryland) first reported a position in DJP in Q4 2015 and held it in 14 quarters. The position peaked at $454K in Q2 2016. 136 funds tracked by Wall St. Rank hold DJP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,998 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2019, an estimated $68K.
Wealthspire Advisors (Maryland) first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $454K in Q2 2016.
136 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.