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Golden State Wealth Management’s Teucrium Soybean Fund SOYB Stock Holding History

Golden State Wealth Management’s Portfolio SOYB Stock Details SOYB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,500
Closed -$54K – 789
2019
Q3 		$54K Buy
3,500
+450
+15% +$6.85K 0.02% 411
2019
Q2 		$47K Buy
+3,050
New +$46.9K 0.01% 473

Other funds holding SOYB

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
CF
Centaurus Financial Anaheim, California $2.1B AUM 21.28% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $858M AUM 47.1% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWM
FSA Wealth Management Needham, Massachusetts $273M AUM 16.98% 1-Year Est. Return

Golden State Wealth Management's SOYB Position: Q4 2019 in Review

Golden State Wealth Management sold out of Teucrium Soybean Fund (SOYB) in Q4 2019, closing a stake of 3,500 shares — an estimated $54K sold.

Golden State Wealth Management first reported a position in SOYB in Q2 2019 and held it in 2 quarters. The position peaked at $54K in Q3 2019. 11 funds tracked by Wall St. Rank hold SOYB as of Q4 2019.

  • Golden State Wealth Management reported no remaining Teucrium Soybean Fund position as of Q4 2019 after selling out during the quarter.
  • Golden State Wealth Management sold 3,500 Teucrium Soybean Fund shares in Q4 2019, an estimated $54K.
  • Golden State Wealth Management first reported a position in Teucrium Soybean Fund in Q2 2019 and held it in 2 quarters.
  • Golden State Wealth Management's Teucrium Soybean Fund position peaked at $54K in Q3 2019.
  • 11 funds tracked by Wall St. Rank held Teucrium Soybean Fund as of Q4 2019.

Based on Golden State Wealth Management's 13F filing for Q4 2019, filed 13 Feb 2020.