Israel Discount Bank of New York’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Israel Discount Bank of New York’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,938	Closed	-$89K	–	432
2018 Q4	$89K	Hold	4,938	–	–	0.07%	124
2018 Q3	$98K	Hold	4,938	–	–	0.06%	120
2018 Q2	$102K	Hold	4,938	–	–	0.07%	124
2018 Q1	$103K	Buy	+4,938	New	+$103K	0.07%	123

Other funds holding FTGC

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

AWM

AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return

CAG

Csenge Advisory Group Clearwater, Florida $2.47B AUM 24.93% 1-Year Est. Return

Israel Discount Bank of New York's FTGC Position: Q1 2019 in Review

Israel Discount Bank of New York sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2019, closing a stake of 4,938 shares — an estimated $89K sold.

Israel Discount Bank of New York first reported a position in FTGC in Q1 2018 and held it in 4 quarters. The position peaked at $103K in Q1 2018. 59 funds tracked by Wall St. Rank hold FTGC as of Q1 2019.

Israel Discount Bank of New York reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2019 after selling out during the quarter.
Israel Discount Bank of New York sold 4,938 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2019, an estimated $89K.
Israel Discount Bank of New York first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2018 and held it in 4 quarters.
Israel Discount Bank of New York's First Trust Global Tactical Commodity Strategy Fund position peaked at $103K in Q1 2018.
59 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2019.

Based on Israel Discount Bank of New York's 13F filing for Q1 2019, filed 8 May 2019.