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Larson Financial Group’s US Commodity Index USCI Stock Holding History

Larson Financial Group’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-57
Closed -$2K – 835
2020
Q2 		$2K Sell
57
-115
-67% -$3.01K ﹤0.01% 578
2020
Q1 		$4K Sell
172
-47
-21% -$1.51K ﹤0.01% 395
2019
Q4 		$8K Sell
219
-158
-42% -$5.71K ﹤0.01% 326
2019
Q3 		$14K Buy
377
+12
+3% +$430 0.01% 264
2019
Q2 		$13K Buy
365
+95
+35% +$3.59K 0.01% 229
2019
Q1 		$10K Buy
270
+14
+5% +$543 0.01% 241
2018
Q4 		$10K Buy
+256
New +$10.3K 0.01% 225

Other funds holding USCI

G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CI
CAZ Investments Houston, Texas $85.6M AUM 156.27% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return

Larson Financial Group's USCI Position: Q3 2020 in Review

Larson Financial Group sold out of US Commodity Index (USCI) in Q3 2020, closing a stake of 57 shares — an estimated $2K sold.

Larson Financial Group first reported a position in USCI in Q4 2018 and held it in 7 quarters. The position peaked at $14K in Q3 2019. 29 funds tracked by Wall St. Rank hold USCI as of Q3 2020.

  • Larson Financial Group reported no remaining US Commodity Index position as of Q3 2020 after selling out during the quarter.
  • Larson Financial Group sold 57 US Commodity Index shares in Q3 2020, an estimated $2K.
  • Larson Financial Group first reported a position in US Commodity Index in Q4 2018 and held it in 7 quarters.
  • Larson Financial Group's US Commodity Index position peaked at $14K in Q3 2019.
  • 29 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2020.

Based on Larson Financial Group's 13F filing for Q3 2020, filed 8 Oct 2020.