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

Capital Directions Investment 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 Q2	–	Sell	-100	Closed	-$2K	–	157
2018 Q1	$2K	Hold	100	–	–	﹤0.01%	95
2017 Q4	$2K	Hold	100	–	–	﹤0.01%	92
2017 Q3	$1K	Hold	100	–	–	﹤0.01%	102
2017 Q2	$1K	Hold	100	–	–	﹤0.01%	107
2017 Q1	$1K	Hold	100	–	–	﹤0.01%	84
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	78
2016 Q3	$1K	Hold	100	–	–	﹤0.01%	74
2016 Q2	$2K	Hold	100	–	–	﹤0.01%	72
2016 Q1	$1K	Hold	100	–	–	﹤0.01%	61
2015 Q4	$1K	Buy	+100	New	+$1.59K	﹤0.01%	73
2015 Q2	–	Sell	-100	Closed	-$2K	–	64
2015 Q1	$2K	Buy	+100	New	+$2.01K	﹤0.01%	76

Other funds holding GSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

PCP

Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Directions Investment Advisors's GSG Position: Q2 2018 in Review

Capital Directions Investment Advisors sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q2 2018, closing a stake of 100 shares — an estimated $2K sold.

Capital Directions Investment Advisors first reported a position in GSG in Q1 2015 and held it in 11 quarters. The position peaked at $2K in Q1 2018. 123 funds tracked by Wall St. Rank hold GSG as of Q2 2018.

Capital Directions Investment Advisors reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q2 2018 after selling out during the quarter.
Capital Directions Investment Advisors sold 100 iShares S&P GSCI Commodity-Indexed Trust shares in Q2 2018, an estimated $2K.
Capital Directions Investment Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q1 2015 and held it in 11 quarters.
Capital Directions Investment Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $2K in Q1 2018.
123 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q2 2018.

Based on Capital Directions Investment Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.