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Bartlett & Co Wealth Management’s US Commodity Index USCI Stock Holding History

Bartlett & Co 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
2021
Q4 		– Sell
-100
Closed -$4.09K – 862
2021
Q3 		$4.09K Buy
+100
New +$4.01K ﹤0.01% 789

Other funds holding USCI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Bartlett & Co Wealth Management's USCI Position: Q4 2021 in Review

Bartlett & Co Wealth Management sold out of US Commodity Index (USCI) in Q4 2021, closing a stake of 100 shares — an estimated $4.09K sold.

Bartlett & Co Wealth Management first reported a position in USCI in Q3 2021 and held it in 1 quarter. The position peaked at $4.09K in Q3 2021. 52 funds tracked by Wall St. Rank hold USCI as of Q4 2021.

  • Bartlett & Co Wealth Management reported no remaining US Commodity Index position as of Q4 2021 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 100 US Commodity Index shares in Q4 2021, an estimated $4.09K.
  • Bartlett & Co Wealth Management first reported a position in US Commodity Index in Q3 2021 and held it in 1 quarter.
  • Bartlett & Co Wealth Management's US Commodity Index position peaked at $4.09K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2021.

Based on Bartlett & Co Wealth Management's 13F filing for Q4 2021, filed 14 Feb 2024.