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Capital Investment Advisory Services’s US Commodity Index USCI Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-132
Closed -$5K – 1226
2019
Q3 		$5K Hold
132
– – ﹤0.01% 1144
2019
Q2 		$5K Sell
132
-461
-78% -$17.4K ﹤0.01% 1145
2019
Q1 		$23K Buy
593
+10
+2% +$388 0.01% 650
2018
Q4 		$22K Buy
+583
New +$23.4K 0.01% 626

Other funds holding USCI

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

Capital Investment Advisory Services sold out of US Commodity Index (USCI) in Q4 2019, closing a stake of 132 shares — an estimated $5K sold.

Capital Investment Advisory Services first reported a position in USCI in Q4 2018 and held it in 4 quarters. The position peaked at $23K in Q1 2019. 54 funds tracked by Wall St. Rank hold USCI as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining US Commodity Index position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 132 US Commodity Index shares in Q4 2019, an estimated $5K.
  • Capital Investment Advisory Services first reported a position in US Commodity Index in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's US Commodity Index position peaked at $23K in Q1 2019.
  • 54 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2019.

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