AG
UCI

Advisor Group’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History

Advisor Group’s Portfolio UCI Stock Details UCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-821
Closed -$12K – 5525
2019
Q2 		$12K Hold
821
– – ﹤0.01% 4294
2019
Q1 		$12K Hold
821
– – ﹤0.01% 4300
2018
Q4 		$11K Hold
821
– – ﹤0.01% 4168
2018
Q3 		$13K Sell
821
-1,092
-57% -$16.4K ﹤0.01% 4153
2018
Q2 		$30K Buy
1,913
+67
+4% +$1.06K ﹤0.01% 3466
2018
Q1 		$28K Buy
1,846
+281
+18% +$4.33K ﹤0.01% 3488
2017
Q4 		$24K Buy
1,565
+375
+32% +$5.53K ﹤0.01% 3608
2017
Q3 		$17K Buy
1,190
+347
+41% +$4.86K ﹤0.01% 3668
2017
Q2 		$11K Buy
843
+416
+97% +$5.65K ﹤0.01% 3889
2017
Q1 		$6K Buy
427
+280
+190% +$4.03K ﹤0.01% 4066
2016
Q4 		$2K Buy
+147
New +$2.03K ﹤0.01% 4278

Other funds holding UCI

APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
AWA
Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
IWMA
Ironwood Wealth Management (Arizona) Chandler, Arizona $349M AUM 12.51% 1-Year Est. Return
NFG
Nations Financial Group Cedar Rapids, Iowa $2.09B AUM 34.27% 1-Year Est. Return
BAS
Brown Advisory Securities Baltimore, Maryland $27.3M AUM 10.67% 1-Year Est. Return

Advisor Group's UCI Position: Q3 2019 in Review

Advisor Group sold out of E-TRACS UBS Bloomberg CMCI ETN (UCI) in Q3 2019, closing a stake of 821 shares — an estimated $12K sold.

Advisor Group first reported a position in UCI in Q4 2016 and held it in 11 quarters. The position peaked at $30K in Q2 2018. 12 funds tracked by Wall St. Rank hold UCI as of Q3 2019.

  • Advisor Group reported no remaining E-TRACS UBS Bloomberg CMCI ETN position as of Q3 2019 after selling out during the quarter.
  • Advisor Group sold 821 E-TRACS UBS Bloomberg CMCI ETN shares in Q3 2019, an estimated $12K.
  • Advisor Group first reported a position in E-TRACS UBS Bloomberg CMCI ETN in Q4 2016 and held it in 11 quarters.
  • Advisor Group's E-TRACS UBS Bloomberg CMCI ETN position peaked at $30K in Q2 2018.
  • 12 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI ETN as of Q3 2019.

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