Capital Investment Advisory Services’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Capital Investment Advisory Services’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
2019 Q4	–	Sell	-223	Closed	-$4K	–	832
2019 Q3	$4K	Hold	223	–	–	﹤0.01%	1168
2019 Q2	$4K	Hold	223	–	–	﹤0.01%	1174
2019 Q1	$4K	Hold	223	–	–	﹤0.01%	1007
2018 Q4	$4K	Buy	+223	New	+$4.06K	﹤0.01%	965

Other funds holding GCC

TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

STA

Summit Trail Advisors New York $6.98B AUM 19.51% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

BUB

BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

Capital Investment Advisory Services's GCC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2019, closing a stake of 223 shares — an estimated $4K sold.

Capital Investment Advisory Services first reported a position in GCC in Q4 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2019. 42 funds tracked by Wall St. Rank hold GCC as of Q4 2019.

Capital Investment Advisory Services reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2019 after selling out during the quarter.
Capital Investment Advisory Services sold 223 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2019, an estimated $4K.
Capital Investment Advisory Services first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2018 and held it in 4 quarters.
Capital Investment Advisory Services's WisdomTree Enhanced Commodity Strategy Fund position peaked at $4K in Q3 2019.
42 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.