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Essex Savings Bank’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Essex Savings Bank’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-900
Closed -$19K – 659
2018
Q4 		$19K Buy
+900
New +$21.1K 0.01% 417

Other funds holding BCI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Essex Savings Bank's BCI Position: Q1 2019 in Review

Essex Savings Bank sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2019, closing a stake of 900 shares — an estimated $19K sold.

Essex Savings Bank first reported a position in BCI in Q4 2018 and held it in 1 quarter. The position peaked at $19K in Q4 2018. 23 funds tracked by Wall St. Rank hold BCI as of Q1 2019.

  • Essex Savings Bank reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2019 after selling out during the quarter.
  • Essex Savings Bank sold 900 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2019, an estimated $19K.
  • Essex Savings Bank first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q4 2018 and held it in 1 quarter.
  • Essex Savings Bank's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $19K in Q4 2018.
  • 23 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2019.

Based on Essex Savings Bank's 13F filing for Q1 2019, filed 6 May 2019.