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

Wealthspire Advisors (New York)’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
Q1 		– Sell
-200
Closed -$4K – 238
2018
Q4 		$4K Buy
+200
New +$4.64K ﹤0.01% 675

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WPW
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US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
FA
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
AB
AT Bancorp Dubuque, Iowa $823M AUM 0.35% 1-Year Est. Return
DCM
Dimension Capital Management Coral Gables, Florida $713M AUM 18.57% 1-Year Est. Return

Wealthspire Advisors (New York)'s DJP Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q1 2019, closing a stake of 200 shares — an estimated $4K sold.

Wealthspire Advisors (New York) first reported a position in DJP in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 148 funds tracked by Wall St. Rank hold DJP as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 200 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q1 2019, an estimated $4K.
  • Wealthspire Advisors (New York) first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $4K in Q4 2018.
  • 148 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.