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Concert Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Concert Wealth Management’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
2015
Q2 		– Sell
-21,422
Closed -$13K – 703
2015
Q1 		$13K Sell
21,422
-78
-0.4% -$1.72K ﹤0.01% 467
2014
Q4 		$492K Sell
21,500
-1,159
-5% -$28.1K 0.08% 323
2014
Q3 		$562K Buy
22,659
+181
+0.8% +$4.75K 0.08% 241
2014
Q2 		$607K Buy
22,478
+447
+2% +$12.6K 0.07% 233
2014
Q1 		$619K Buy
22,031
+242
+1% +$6.53K 0.08% 230
2013
Q4 		$561K Buy
21,789
+3,396
+18% +$88.5K 0.07% 240
2013
Q3 		$487K Buy
18,393
+735
+4% +$19.4K 0.07% 257
2013
Q2 		$457K Buy
+17,658
New +$479K 0.07% 240

Other funds holding GCC

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return

Concert Wealth Management's GCC Position: Q2 2015 in Review

Concert Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q2 2015, closing a stake of 21,422 shares — an estimated $13K sold.

Concert Wealth Management first reported a position in GCC in Q2 2013 and held it in 8 quarters. The position peaked at $619K in Q1 2014. 42 funds tracked by Wall St. Rank hold GCC as of Q2 2015.

  • Concert Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q2 2015 after selling out during the quarter.
  • Concert Wealth Management sold 21,422 WisdomTree Enhanced Commodity Strategy Fund shares in Q2 2015, an estimated $13K.
  • Concert Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 8 quarters.
  • Concert Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $619K in Q1 2014.
  • 42 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q2 2015.

Based on Concert Wealth Management's 13F filing for Q2 2015, filed 12 Aug 2015.