American Economic Planning Group’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

American Economic Planning Group’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-14,039	Closed	-$458K	–	79
2017 Q2	$458K	Buy	14,039 +3,311	+31%	+$109K	0.18%	40
2017 Q1	$360K	Buy	+10,728	New	+$367K	0.14%	46

Other funds holding COMT

WIM

Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

SHIM

Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

LIA

LS Investment Advisors Bloomfield Hills, Michigan $668M AUM 22.34% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

American Economic Planning Group's COMT Position: Q3 2017 in Review

American Economic Planning Group sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q3 2017, closing a stake of 14,039 shares — an estimated $458K sold.

American Economic Planning Group first reported a position in COMT in Q1 2017 and held it in 2 quarters. The position peaked at $458K in Q2 2017. 42 funds tracked by Wall St. Rank hold COMT as of Q3 2017.

American Economic Planning Group reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q3 2017 after selling out during the quarter.
American Economic Planning Group sold 14,039 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q3 2017, an estimated $458K.
American Economic Planning Group first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2017 and held it in 2 quarters.
American Economic Planning Group's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $458K in Q2 2017.
42 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q3 2017.

Based on American Economic Planning Group's 13F filing for Q3 2017, filed 27 Oct 2017.