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EP Wealth Advisors’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

EP Wealth Advisors’s Portfolio GSG Stock Details GSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-37,413
Closed -$606K – 402
2019
Q4 		$606K Buy
+37,413
New +$581K 0.03% 252

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
PFM
Patton Fund Management Dallas, Texas $462M AUM 72.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

EP Wealth Advisors's GSG Position: Q1 2020 in Review

EP Wealth Advisors sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q1 2020, closing a stake of 37,413 shares — an estimated $606K sold.

EP Wealth Advisors first reported a position in GSG in Q4 2019 and held it in 1 quarter. The position peaked at $606K in Q4 2019. 89 funds tracked by Wall St. Rank hold GSG as of Q1 2020.

  • EP Wealth Advisors reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q1 2020 after selling out during the quarter.
  • EP Wealth Advisors sold 37,413 iShares S&P GSCI Commodity-Indexed Trust shares in Q1 2020, an estimated $606K.
  • EP Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2019 and held it in 1 quarter.
  • EP Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $606K in Q4 2019.
  • 89 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2020.

Based on EP Wealth Advisors's 13F filing for Q1 2020, filed 18 May 2020.