KWM
GCC icon

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

Kingsview 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
2017
Q3 		– Sell
-19,925
Closed -$372K – 381
2017
Q2 		$372K Buy
19,925
+679
+4% +$12.8K 0.19% 153
2017
Q1 		$370K Buy
+19,246
New +$378K 0.22% 140

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Kingsview Wealth Management's GCC Position: Q3 2017 in Review

Kingsview Wealth Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2017, closing a stake of 19,925 shares — an estimated $372K sold.

Kingsview Wealth Management first reported a position in GCC in Q1 2017 and held it in 2 quarters. The position peaked at $372K in Q2 2017. 39 funds tracked by Wall St. Rank hold GCC as of Q3 2017.

  • Kingsview Wealth Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2017 after selling out during the quarter.
  • Kingsview Wealth Management sold 19,925 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2017, an estimated $372K.
  • Kingsview Wealth Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2017 and held it in 2 quarters.
  • Kingsview Wealth Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $372K in Q2 2017.
  • 39 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2017.

Based on Kingsview Wealth Management's 13F filing for Q3 2017, filed 29 Jan 2020.