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Avantax Planning Partners’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Avantax Planning Partners’s Portfolio GSG Stock Details GSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,270
Closed -$23K – 647
2018
Q3 		$23K Buy
+1,270
New +$21.9K ﹤0.01% 665
2018
Q2 		– Sell
-1,270
Closed -$21K – 721
2018
Q1 		$21K Buy
+1,270
New +$21K ﹤0.01% 765

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PWP
Personal Wealth Partners Bloomington, Minnesota $229M AUM 6.65% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $291M AUM 20.58% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Avantax Planning Partners's GSG Position: Q4 2018 in Review

Avantax Planning Partners sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2018, closing a stake of 1,270 shares — an estimated $23K sold.

Avantax Planning Partners first reported a position in GSG in Q1 2018 and held it in 2 quarters. The position peaked at $23K in Q3 2018. 116 funds tracked by Wall St. Rank hold GSG as of Q4 2018.

  • Avantax Planning Partners reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 1,270 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2018, an estimated $23K.
  • Avantax Planning Partners first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's iShares S&P GSCI Commodity-Indexed Trust position peaked at $23K in Q3 2018.
  • 116 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.