Ironwood Wealth Management (Arizona)’s E-TRACS UBS Bloomberg CMCI ETN UCI Stock Holding History

Ironwood Wealth Management (Arizona)’s Portfolio UCI Stock Details UCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-29,276	Closed	-$438K	–	54
2019 Q4	$438K	Sell	29,276 -301	-1%	-$4.34K	0.31%	27
2019 Q3	$415K	Buy	29,577 +168	+0.6%	+$2.38K	0.31%	27
2019 Q2	$425K	Sell	29,409 -49,397	-63%	-$722K	0.33%	25
2019 Q1	$1.17M	Buy	78,806 +59,608	+310%	+$870K	1%	17
2018 Q4	$259K	Buy	19,198 +16,453	+599%	+$242K	0.25%	28
2018 Q3	$42K	Sell	2,745 -1,244	-31%	-$18.6K	0.04%	36
2018 Q2	$62K	Buy	+3,989	New	+$63K	0.06%	34
2017 Q3	$21K	Buy	+1,482	New	+$20.7K	0.02%	51

Other funds holding UCI

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ironwood Wealth Management (Arizona)'s UCI Position: Q1 2020 in Review

Ironwood Wealth Management (Arizona) sold out of E-TRACS UBS Bloomberg CMCI ETN (UCI) in Q1 2020, closing a stake of 29,276 shares — an estimated $438K sold.

Ironwood Wealth Management (Arizona) first reported a position in UCI in Q3 2017 and held it in 8 quarters. The position peaked at $1.17M in Q1 2019. 8 funds tracked by Wall St. Rank hold UCI as of Q1 2020.

Ironwood Wealth Management (Arizona) reported no remaining E-TRACS UBS Bloomberg CMCI ETN position as of Q1 2020 after selling out during the quarter.
Ironwood Wealth Management (Arizona) sold 29,276 E-TRACS UBS Bloomberg CMCI ETN shares in Q1 2020, an estimated $438K.
Ironwood Wealth Management (Arizona) first reported a position in E-TRACS UBS Bloomberg CMCI ETN in Q3 2017 and held it in 8 quarters.
Ironwood Wealth Management (Arizona)'s E-TRACS UBS Bloomberg CMCI ETN position peaked at $1.17M in Q1 2019.
8 funds tracked by Wall St. Rank held E-TRACS UBS Bloomberg CMCI ETN as of Q1 2020.

Based on Ironwood Wealth Management (Arizona)'s 13F filing for Q1 2020, filed 15 May 2020.