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Choate Investment Advisors’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Choate Investment Advisors’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-19,137
Closed -$478K – 286
2020
Q3 		$478K Buy
19,137
+2,814
+17% +$70.6K 0.03% 161
2020
Q2 		$388K Hold
16,323
– – 0.03% 179
2020
Q1 		$366K Buy
+16,323
New +$468K 0.03% 178

Other funds holding COMT

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
WA
Wealth Alliance Mellville, New York $1.01B AUM 19.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Choate Investment Advisors's COMT Position: Q4 2020 in Review

Choate Investment Advisors sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2020, closing a stake of 19,137 shares — an estimated $478K sold.

Choate Investment Advisors first reported a position in COMT in Q1 2020 and held it in 3 quarters. The position peaked at $478K in Q3 2020. 64 funds tracked by Wall St. Rank hold COMT as of Q4 2020.

  • Choate Investment Advisors reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2020 after selling out during the quarter.
  • Choate Investment Advisors sold 19,137 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2020, an estimated $478K.
  • Choate Investment Advisors first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2020 and held it in 3 quarters.
  • Choate Investment Advisors's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $478K in Q3 2020.
  • 64 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2020.

Based on Choate Investment Advisors's 13F filing for Q4 2020, filed 8 Feb 2021.