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L.M. Kohn & Company’s United States Copper Index Fund CPER Stock Holding History

L.M. Kohn & Company’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-13,317
Closed -$362K – 287
2024
Q2 		$362K Buy
+13,317
New +$374K 0.1% 174

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TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
KIA
Knollwood Investment Advisory Hunt Valley, Maryland $992M AUM 28.95% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
MA
Mutual Advisors Omaha, Nebraska $4.67B AUM 17.48% 1-Year Est. Return
TWM
TCFG Wealth Management Laguna Niguel, California $267M AUM 39.78% 1-Year Est. Return
BWM
BigSur Wealth Management Miami, Florida $415M AUM 24.93% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

L.M. Kohn & Company's CPER Position: Q3 2024 in Review

L.M. Kohn & Company sold out of United States Copper Index Fund (CPER) in Q3 2024, closing a stake of 13,317 shares — an estimated $362K sold.

L.M. Kohn & Company first reported a position in CPER in Q2 2024 and held it in 1 quarter. The position peaked at $362K in Q2 2024. 61 funds tracked by Wall St. Rank hold CPER as of Q3 2024.

  • L.M. Kohn & Company reported no remaining United States Copper Index Fund position as of Q3 2024 after selling out during the quarter.
  • L.M. Kohn & Company sold 13,317 United States Copper Index Fund shares in Q3 2024, an estimated $362K.
  • L.M. Kohn & Company first reported a position in United States Copper Index Fund in Q2 2024 and held it in 1 quarter.
  • L.M. Kohn & Company's United States Copper Index Fund position peaked at $362K in Q2 2024.
  • 61 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q3 2024.

Based on L.M. Kohn & Company's 13F filing for Q3 2024, filed 14 Nov 2024.