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Evanson Asset Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Evanson Asset Management’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
2021
Q4 		– Sell
-14,857
Closed -$386K – 287
2021
Q3 		$386K Hold
14,857
– – 0.04% 201
2021
Q2 		$392K Buy
+14,857
New +$376K 0.04% 192

Other funds holding BCI

SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LWM
Liberty Wealth Management Oakland, California $800M AUM 22.73% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

Evanson Asset Management's BCI Position: Q4 2021 in Review

Evanson Asset Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q4 2021, closing a stake of 14,857 shares — an estimated $386K sold.

Evanson Asset Management first reported a position in BCI in Q2 2021 and held it in 2 quarters. The position peaked at $392K in Q2 2021. 90 funds tracked by Wall St. Rank hold BCI as of Q4 2021.

  • Evanson Asset Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q4 2021 after selling out during the quarter.
  • Evanson Asset Management sold 14,857 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q4 2021, an estimated $386K.
  • Evanson Asset Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2021 and held it in 2 quarters.
  • Evanson Asset Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $392K in Q2 2021.
  • 90 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q4 2021.

Based on Evanson Asset Management's 13F filing for Q4 2021, filed 19 Jan 2022.