Focused Wealth Management
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

Bulldog Investors
Bulldog Investors Saddle Brook, New Jersey $455M AUM 2.3% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Credit Suisse
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Weiss Asset Management
Weiss Asset Management Boston, Massachusetts $9.5B AUM 55.06% 1-Year Est. Return
Rivernorth Capital Management
Rivernorth Capital Management West Palm Beach, Florida $2.1B AUM 2.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Doliver Advisors
Doliver Advisors Houston, Texas $458M AUM 38.24% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Wolverine Asset Management
Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 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.