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Avior Wealth Management’s US Commodity Index USCI Stock Holding History

Avior Wealth Management’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-140
Closed -$5K – 873
2019
Q2 		$5K Hold
140
– – ﹤0.01% 654
2019
Q1 		$5K Hold
140
– – ﹤0.01% 572
2018
Q4 		$5K Buy
+140
New +$5.62K ﹤0.01% 620

Other funds holding USCI

SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Avior Wealth Management's USCI Position: Q3 2019 in Review

Avior Wealth Management sold out of US Commodity Index (USCI) in Q3 2019, closing a stake of 140 shares — an estimated $5K sold.

Avior Wealth Management first reported a position in USCI in Q4 2018 and held it in 3 quarters. The position peaked at $5K in Q2 2019. 58 funds tracked by Wall St. Rank hold USCI as of Q3 2019.

  • Avior Wealth Management reported no remaining US Commodity Index position as of Q3 2019 after selling out during the quarter.
  • Avior Wealth Management sold 140 US Commodity Index shares in Q3 2019, an estimated $5K.
  • Avior Wealth Management first reported a position in US Commodity Index in Q4 2018 and held it in 3 quarters.
  • Avior Wealth Management's US Commodity Index position peaked at $5K in Q2 2019.
  • 58 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2019.

Based on Avior Wealth Management's 13F filing for Q3 2019, filed 9 Oct 2019.