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Barry Investment Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Barry Investment Advisors’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
2016
Q3 		– Sell
-21,959
Closed -$449K – 72
2016
Q2 		$449K Hold
21,959
– – 0.17% 49
2016
Q1 		$411K Hold
21,959
– – 0.13% 55
2015
Q4 		$407K Sell
21,959
-7,300
-25% -$140K 0.13% 58
2015
Q3 		$570K Hold
29,259
– – 0.18% 47
2015
Q2 		$0 Buy
+29,259
New +$636K ﹤0.01% 54

Other funds holding GCC

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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Barry Investment Advisors's GCC Position: Q3 2016 in Review

Barry Investment Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2016, closing a stake of 21,959 shares — an estimated $449K sold.

Barry Investment Advisors first reported a position in GCC in Q2 2015 and held it in 5 quarters. The position peaked at $570K in Q3 2015. 45 funds tracked by Wall St. Rank hold GCC as of Q3 2016.

  • Barry Investment Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2016 after selling out during the quarter.
  • Barry Investment Advisors sold 21,959 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2016, an estimated $449K.
  • Barry Investment Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2015 and held it in 5 quarters.
  • Barry Investment Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $570K in Q3 2015.
  • 45 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2016.

Based on Barry Investment Advisors's 13F filing for Q3 2016, filed 26 Oct 2016.