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Ballew Advisors’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Ballew Advisors’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
-6,366
Closed -$111K – 234
2018
Q3 		$111K Hold
6,366
– – 0.1% 111
2018
Q2 		$114K Hold
6,366
– – 0.13% 108
2018
Q1 		$106K Buy
+6,366
New +$105K 0.09% 113

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

Ballew Advisors's GSG Position: Q4 2018 in Review

Ballew Advisors sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q4 2018, closing a stake of 6,366 shares — an estimated $111K sold.

Ballew Advisors first reported a position in GSG in Q1 2018 and held it in 3 quarters. The position peaked at $114K in Q2 2018. 116 funds tracked by Wall St. Rank hold GSG as of Q4 2018.

  • Ballew Advisors reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 6,366 iShares S&P GSCI Commodity-Indexed Trust shares in Q4 2018, an estimated $111K.
  • Ballew Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2018 and held it in 3 quarters.
  • Ballew Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $114K in Q2 2018.
  • 116 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.