Winch Advisory Services’s iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 DJP Stock Holding History

Winch Advisory Services’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 Q2	–	Sell	-1,040	Closed	-$25K	–	347
2018 Q1	$25K	Buy	+1,040	New	+$25.5K	0.01%	143
2014 Q3	–	Sell	-331	Closed	-$13K	–	239
2014 Q2	$13K	Hold	331	–	–	0.01%	149
2014 Q1	$13K	Buy	+331	New	+$12.6K	0.01%	158

Other funds holding DJP

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

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

United Capital Financial Advisors Irving, Texas $18.2B AUM 22.02% 1-Year Est. Return

JCM

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

FDx Advisors Chicago, Illinois $332M AUM 22.76% 1-Year Est. Return

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

Winch Advisory Services's DJP Position: Q2 2018 in Review

Winch Advisory Services sold out of iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 (DJP) in Q2 2018, closing a stake of 1,040 shares — an estimated $25K sold.

Winch Advisory Services first reported a position in DJP in Q1 2014 and held it in 3 quarters. The position peaked at $25K in Q1 2018. 150 funds tracked by Wall St. Rank hold DJP as of Q2 2018.

Winch Advisory Services reported no remaining iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position as of Q2 2018 after selling out during the quarter.
Winch Advisory Services sold 1,040 iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 shares in Q2 2018, an estimated $25K.
Winch Advisory Services first reported a position in iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 in Q1 2014 and held it in 3 quarters.
Winch Advisory Services's iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 position peaked at $25K in Q1 2018.
150 funds tracked by Wall St. Rank held iPath Bloomberg Commodity Index Total Return ETN due 12 June 2036 as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.