Advisor Group’s United States Copper Index Fund CPER Stock Holding History

Advisor Group’s Portfolio CPER Stock Details CPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-100	Closed	-$2K	–	5287
2019 Q2	$2K	Hold	100	–	–	﹤0.01%	4954
2019 Q1	$2K	Buy	+100	New	+$1.76K	﹤0.01%	4939
2017 Q2	–	Sell	-200	Closed	-$3K	–	4799
2017 Q1	$3K	Hold	200	–	–	﹤0.01%	4282
2016 Q4	$3K	Buy	+200	New	+$3.16K	﹤0.01%	4098

Other funds holding CPER

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Financial Management Professionals Austin, Texas $1.06B AUM 13.82% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $644M AUM 11.46% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Advisor Group's CPER Position: Q3 2019 in Review

Advisor Group sold out of United States Copper Index Fund (CPER) in Q3 2019, closing a stake of 100 shares — an estimated $2K sold.

Advisor Group first reported a position in CPER in Q4 2016 and held it in 4 quarters. The position peaked at $3K in Q1 2017. 7 funds tracked by Wall St. Rank hold CPER as of Q3 2019.

Advisor Group reported no remaining United States Copper Index Fund position as of Q3 2019 after selling out during the quarter.
Advisor Group sold 100 United States Copper Index Fund shares in Q3 2019, an estimated $2K.
Advisor Group first reported a position in United States Copper Index Fund in Q4 2016 and held it in 4 quarters.
Advisor Group's United States Copper Index Fund position peaked at $3K in Q1 2017.
7 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2019.

Based on Advisor Group's 13F filing for Q3 2019, filed 13 Nov 2019.