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JNBA Financial Advisors’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

JNBA Financial Advisors’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
2019
Q3 		– Sell
-18,542
Closed -$331K – 623
2019
Q2 		$331K Sell
18,542
-6,789
-27% -$121K 0.07% 115
2019
Q1 		$456K Sell
25,331
-4,515
-15% -$81.3K 0.1% 96
2018
Q4 		$524K Buy
+29,846
New +$543K 0.12% 84
2018
Q3 		– Sell
-30,783
Closed -$580K – 574
2018
Q2 		$580K Sell
30,783
-4,693
-13% -$90.9K 0.12% 82
2018
Q1 		$683K Sell
35,476
-5,658
-14% -$110K 0.15% 71
2017
Q4 		$791K Sell
41,134
-690
-2% -$13.1K 0.17% 68
2017
Q3 		$784K Sell
41,824
-35,304
-46% -$664K 0.18% 60
2017
Q2 		$1.44M Sell
77,128
-2,150
-3% -$40.4K 0.33% 35
2017
Q1 		$1.52M Buy
79,278
+2,826
+4% +$55.5K 0.36% 31
2016
Q4 		$1.48M Buy
+76,452
New +$1.49M 0.36% 32
2016
Q3 		– Sell
-71,889
Closed -$1.47M – 1618
2016
Q2 		$1.47M Buy
71,889
+20,239
+39% +$398K 0.41% 30
2016
Q1 		$966K Sell
51,650
-9,959
-16% -$181K 0.35% 36
2015
Q4 		$1.14M Sell
61,609
-1,653
-3% -$31.6K 0.44% 30
2015
Q3 		$1.23M Sell
63,262
-3,144
-5% -$63.3K 0.52% 26
2015
Q2 		$1.47M Sell
66,406
-768
-1% -$16.7K 0.56% 22
2015
Q1 		$1.42M Buy
67,174
+1,658
+3% +$36.5K 0.55% 23
2014
Q4 		$1.5M Sell
65,516
-3,173
-5% -$77K 0.6% 22
2014
Q3 		$1.7M Sell
68,689
-16,340
-19% -$429K 0.77% 20
2014
Q2 		$2.38M Sell
85,029
-7,264
-8% -$205K 1.15% 16
2014
Q1 		$2.6M Buy
92,293
+349
+0.4% +$9.42K 1.37% 14
2013
Q4 		$2.36M Buy
91,944
+2,039
+2% +$53.1K 1.29% 17
2013
Q3 		$2.37M Sell
89,905
-2,531
-3% -$66.9K 1.48% 16
2013
Q2 		$2.38M Buy
+92,436
New +$2.51M 1.64% 15

Other funds holding GCC

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return

JNBA Financial Advisors's GCC Position: Q3 2019 in Review

JNBA Financial Advisors sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2019, closing a stake of 18,542 shares — an estimated $331K sold.

JNBA Financial Advisors first reported a position in GCC in Q2 2013 and held it in 23 quarters. The position peaked at $2.6M in Q1 2014. 39 funds tracked by Wall St. Rank hold GCC as of Q3 2019.

  • JNBA Financial Advisors reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2019 after selling out during the quarter.
  • JNBA Financial Advisors sold 18,542 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2019, an estimated $331K.
  • JNBA Financial Advisors first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q2 2013 and held it in 23 quarters.
  • JNBA Financial Advisors's WisdomTree Enhanced Commodity Strategy Fund position peaked at $2.6M in Q1 2014.
  • 39 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2019.

Based on JNBA Financial Advisors's 13F filing for Q3 2019, filed 1 Nov 2019.