FWM
CFD

Focused Wealth Management’s Nuveen Diversified Commodity Fnd CFD Stock Holding History

Focused Wealth Management’s Portfolio CFD Stock Details CFD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-926
Closed -$11K – 763
2015
Q1 		$11K Hold
926
– – 0.01% 425
2014
Q4 		$12K Hold
926
– – 0.01% 399
2014
Q3 		$13K Buy
+926
New +$14.1K 0.01% 394

Other funds holding CFD

BI
Bulldog Investors Saddle Brook, New Jersey $445M AUM 2.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WAM
Weiss Asset Management Boston, Massachusetts $5.91B AUM 42.42% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
DA
Doliver Advisors Houston, Texas $442M AUM 34.09% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Focused Wealth Management's CFD Position: Q2 2015 in Review

Focused Wealth Management sold out of Nuveen Diversified Commodity Fnd (CFD) in Q2 2015, closing a stake of 926 shares — an estimated $11K sold.

Focused Wealth Management first reported a position in CFD in Q3 2014 and held it in 3 quarters. The position peaked at $13K in Q3 2014. 21 funds tracked by Wall St. Rank hold CFD as of Q2 2015.

  • Focused Wealth Management reported no remaining Nuveen Diversified Commodity Fnd position as of Q2 2015 after selling out during the quarter.
  • Focused Wealth Management sold 926 Nuveen Diversified Commodity Fnd shares in Q2 2015, an estimated $11K.
  • Focused Wealth Management first reported a position in Nuveen Diversified Commodity Fnd in Q3 2014 and held it in 3 quarters.
  • Focused Wealth Management's Nuveen Diversified Commodity Fnd position peaked at $13K in Q3 2014.
  • 21 funds tracked by Wall St. Rank held Nuveen Diversified Commodity Fnd as of Q2 2015.

Based on Focused Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.