CI
COMT icon

CX Institutional’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

CX Institutional’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
2019
Q2 		– Sell
-18
Closed -$1K – 954
2019
Q1 		$1K Sell
18
-67
-79% -$2.18K ﹤0.01% 733
2018
Q4 		$3K Sell
85
-229
-73% -$8.23K ﹤0.01% 424
2018
Q3 		$12K Buy
+314
New +$12K ﹤0.01% 245

Other funds holding COMT

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
PFG
Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return
FHA
Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return
LFASL
Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CX Institutional's COMT Position: Q2 2019 in Review

CX Institutional sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2019, closing a stake of 18 shares — an estimated $1K sold.

CX Institutional first reported a position in COMT in Q3 2018 and held it in 3 quarters. The position peaked at $12K in Q3 2018. 76 funds tracked by Wall St. Rank hold COMT as of Q2 2019.

  • CX Institutional reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2019 after selling out during the quarter.
  • CX Institutional sold 18 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2019, an estimated $1K.
  • CX Institutional first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2018 and held it in 3 quarters.
  • CX Institutional's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $12K in Q3 2018.
  • 76 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2019.

Based on CX Institutional's 13F filing for Q2 2019, filed 17 Jul 2019.