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Empirical Finance’s US Commodity Index USCI Stock Holding History

Empirical Finance’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
2017
Q1 		– Sell
-4,601
Closed -$185K – 549
2016
Q4 		$185K Buy
+4,601
New +$190K 0.12% 64

Other funds holding USCI

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

Empirical Finance's USCI Position: Q1 2017 in Review

Empirical Finance sold out of US Commodity Index (USCI) in Q1 2017, closing a stake of 4,601 shares — an estimated $185K sold.

Empirical Finance first reported a position in USCI in Q4 2016 and held it in 1 quarter. The position peaked at $185K in Q4 2016. 50 funds tracked by Wall St. Rank hold USCI as of Q1 2017.

  • Empirical Finance reported no remaining US Commodity Index position as of Q1 2017 after selling out during the quarter.
  • Empirical Finance sold 4,601 US Commodity Index shares in Q1 2017, an estimated $185K.
  • Empirical Finance first reported a position in US Commodity Index in Q4 2016 and held it in 1 quarter.
  • Empirical Finance's US Commodity Index position peaked at $185K in Q4 2016.
  • 50 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2017.

Based on Empirical Finance's 13F filing for Q1 2017, filed 11 May 2017.