Gradient Investments
UMI icon

Gradient Investments’s USCF Midstream Energy Income Fund UMI Stock Holding History

Gradient Investments’s Portfolio UMI Stock Details UMI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q3 		– Sell
-25
Closed -$856 – 1913
2023
Q2 		$856 Hold
25
– – ﹤0.01% 1407
2023
Q1 		$827 Buy
+25
New +$846 ﹤0.01% 1226

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SC
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Jane Street
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LPL Financial
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SageView Advisory Group
SageView Advisory Group Newport Beach, California $3.05B AUM 18.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

Gradient Investments's UMI Position: Q3 2023 in Review

Gradient Investments sold out of USCF Midstream Energy Income Fund (UMI) in Q3 2023, closing a stake of 25 shares — an estimated $856 sold.

Gradient Investments first reported a position in UMI in Q1 2023 and held it in 2 quarters. The position peaked at $856 in Q2 2023. 27 funds tracked by Wall St. Rank hold UMI as of Q3 2023.

  • Gradient Investments reported no remaining USCF Midstream Energy Income Fund position as of Q3 2023 after selling out during the quarter.
  • Gradient Investments sold 25 USCF Midstream Energy Income Fund shares in Q3 2023, an estimated $856.
  • Gradient Investments first reported a position in USCF Midstream Energy Income Fund in Q1 2023 and held it in 2 quarters.
  • Gradient Investments's USCF Midstream Energy Income Fund position peaked at $856 in Q2 2023.
  • 27 funds tracked by Wall St. Rank held USCF Midstream Energy Income Fund as of Q3 2023.

Based on Gradient Investments's 13F filing for Q3 2023, filed 27 Oct 2023.