JWM
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Jacobus Wealth Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Jacobus Wealth 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
2016
Q3 		– Sell
-5,135
Closed -$105K – 222
2016
Q2 		$105K Buy
+5,135
New +$101K 0.03% 208

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FPTW
Franklin, Parlapiano, Turner & Welch Houston, Texas $442M AUM 14.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $1.87B AUM 30.54% 1-Year Est. Return

Jacobus Wealth Management's GCC Position: Q3 2016 in Review

Jacobus Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2016, closing a stake of 5,135 shares — an estimated $105K sold.

Jacobus Wealth Management first reported a position in GCC in Q2 2016 and held it in 1 quarter. The position peaked at $105K in Q2 2016. 45 funds tracked by Wall St. Rank hold GCC as of Q3 2016.

  • Jacobus Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2016 after selling out during the quarter.
  • Jacobus Wealth Management sold 5,135 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2016, an estimated $105K.
  • Jacobus Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2016 and held it in 1 quarter.
  • Jacobus Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $105K in Q2 2016.
  • 45 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2016.

Based on Jacobus Wealth Management's 13F filing for Q3 2016, filed 8 Nov 2016.