Forward Management
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Forward Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Forward Management’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-11,504
Closed -$221K – 203
2017
Q4 		$221K Sell
11,504
-81
-0.7% -$1.54K 0.02% 168
2017
Q3 		$217K Sell
11,585
-1,303
-10% -$24.5K 0.02% 165
2017
Q2 		$240K Buy
+12,888
New +$242K 0.02% 168

Other funds holding GCC

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Alexandria Capital
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BBVA USA Bancshares
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Forward Management's GCC Position: Q1 2018 in Review

Forward Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q1 2018, closing a stake of 11,504 shares — an estimated $221K sold.

Forward Management first reported a position in GCC in Q2 2017 and held it in 3 quarters. The position peaked at $240K in Q2 2017. 50 funds tracked by Wall St. Rank hold GCC as of Q1 2018.

  • Forward Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q1 2018 after selling out during the quarter.
  • Forward Management sold 11,504 WisdomTree Enhanced Commodity Strategy Fund shares in Q1 2018, an estimated $221K.
  • Forward Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2017 and held it in 3 quarters.
  • Forward Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $240K in Q2 2017.
  • 50 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q1 2018.

Based on Forward Management's 13F filing for Q1 2018, filed 30 Apr 2018.