Kiley Juergens Wealth Management’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Kiley Juergens Wealth Management’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-264	Closed	-$10K	–	154
2018 Q3	$10K	Hold	264	–	–	0.01%	465
2018 Q2	$10K	Buy	+264	New	+$10.2K	0.01%	430

Other funds holding COMT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

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

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

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

Kiley Juergens Wealth Management's COMT Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2018, closing a stake of 264 shares — an estimated $10K sold.

Kiley Juergens Wealth Management first reported a position in COMT in Q2 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 76 funds tracked by Wall St. Rank hold COMT as of Q4 2018.

Kiley Juergens Wealth Management reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 264 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2018, an estimated $10K.
Kiley Juergens Wealth Management first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2018 and held it in 2 quarters.
Kiley Juergens Wealth Management's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $10K in Q3 2018.
76 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.