Brandywine Oak Private Wealth’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-184,492
Closed -$8.33M 237
2019
Q2
$8.33M Buy
184,492
+4,880
+3% +$221K 1.67% 16
2019
Q1
$8.27M Buy
179,612
+179,527
+211,208% +$8.23M 1.72% 17
2018
Q4
$159K Buy
+85
New +$3.99K 0.04% 225

Other funds holding CMDY

Brandywine Oak Private Wealth's CMDY Position: Q3 2019 in Review

Brandywine Oak Private Wealth sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2019, closing a stake of 184,492 shares — an estimated $8.33M sold.

Brandywine Oak Private Wealth first reported a position in CMDY in Q4 2018 and held it in 3 quarters. The position peaked at $8.33M in Q2 2019. 5 funds tracked by Wall St. Rank hold CMDY as of Q3 2019.

  • Brandywine Oak Private Wealth reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q3 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 184,492 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2019, an estimated $8.33M.
  • Brandywine Oak Private Wealth first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q4 2018 and held it in 3 quarters.
  • Brandywine Oak Private Wealth's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $8.33M in Q2 2019.
  • 5 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q3 2019, filed 30 Oct 2019.