Financial Management Professionals’s United States Copper Index Fund CPER Stock Holding History

Financial Management Professionals’s Portfolio CPER Stock Details CPER Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-565	Closed	-$10K	–	312
2019 Q4	$10K	Hold	565	–	–	﹤0.01%	182
2019 Q3	$9K	Hold	565	–	–	﹤0.01%	188
2019 Q2	$10K	Hold	565	–	–	﹤0.01%	194
2019 Q1	$10K	Hold	565	–	–	﹤0.01%	160
2018 Q4	$9K	Hold	565	–	–	0.01%	157
2018 Q3	$10K	Sell	565 -2,500	-82%	-$43.1K	﹤0.01%	163
2018 Q2	$57K	Hold	3,065	–	–	0.02%	85
2018 Q1	$59K	Hold	3,065	–	–	0.03%	84
2017 Q4	$64K	Hold	3,065	–	–	0.03%	74
2017 Q3	$58K	Buy	3,065 +583	+23%	+$11K	0.03%	80
2017 Q2	$43K	Buy	2,482 +796	+47%	+$13.4K	0.02%	93
2017 Q1	$29K	Buy	1,686 +286	+20%	+$4.96K	0.01%	98
2016 Q4	$22K	Buy	1,400 +673	+93%	+$10.6K	0.01%	120
2016 Q3	$10K	Buy	+727	New	+$10.4K	0.01%	176

Other funds holding CPER

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return

Financial Management Professionals's CPER Position: Q1 2020 in Review

Financial Management Professionals sold out of United States Copper Index Fund (CPER) in Q1 2020, closing a stake of 565 shares — an estimated $10K sold.

Financial Management Professionals first reported a position in CPER in Q3 2016 and held it in 14 quarters. The position peaked at $64K in Q4 2017. 8 funds tracked by Wall St. Rank hold CPER as of Q1 2020.

Financial Management Professionals reported no remaining United States Copper Index Fund position as of Q1 2020 after selling out during the quarter.
Financial Management Professionals sold 565 United States Copper Index Fund shares in Q1 2020, an estimated $10K.
Financial Management Professionals first reported a position in United States Copper Index Fund in Q3 2016 and held it in 14 quarters.
Financial Management Professionals's United States Copper Index Fund position peaked at $64K in Q4 2017.
8 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q1 2020.

Based on Financial Management Professionals's 13F filing for Q1 2020, filed 24 Apr 2020.