BRWM
GCC icon

B. Riley Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

B. Riley Wealth Management’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-836
Closed -$20K – 1038
2014
Q3 		$20K Hold
836
– – 0.01% 599
2014
Q2 		$23K Buy
+836
New +$23.6K 0.01% 627

Other funds holding GCC

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

B. Riley Wealth Management's GCC Position: Q4 2014 in Review

B. Riley Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2014, closing a stake of 836 shares — an estimated $20K sold.

B. Riley Wealth Management first reported a position in GCC in Q2 2014 and held it in 2 quarters. The position peaked at $23K in Q2 2014. 53 funds tracked by Wall St. Rank hold GCC as of Q4 2014.

  • B. Riley Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2014 after selling out during the quarter.
  • B. Riley Wealth Management sold 836 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2014, an estimated $20K.
  • B. Riley Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2014 and held it in 2 quarters.
  • B. Riley Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $23K in Q2 2014.
  • 53 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2014.

Based on B. Riley Wealth Management's 13F filing for Q4 2014, filed 28 Jan 2015.