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Leavell Investment Management’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Leavell Investment 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
2014
Q3 		– Sell
-8,760
Closed -$245K – 402
2014
Q2 		$245K Hold
8,760
– – 0.04% 349
2014
Q1 		$247K Sell
8,760
-500
-5% -$13.5K 0.04% 344
2013
Q4 		$238K Sell
9,260
-3,700
-29% -$96.4K 0.04% 352
2013
Q3 		$342K Buy
+12,960
New +$343K 0.06% 269

Other funds holding GCC

AA
ALPS Advisors Denver, Colorado $21.3B AUM 21.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CPO
Cerity Partners OCIO New York $1.67B AUM 13.22% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
TCT
TIAA CREF Trust St Louis, Missouri $13.8B AUM 10.67% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
AW
ACG Wealth Atlanta, Georgia $437M AUM 11.28% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Leavell Investment Management's GCC Position: Q3 2014 in Review

Leavell Investment Management sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2014, closing a stake of 8,760 shares — an estimated $245K sold.

Leavell Investment Management first reported a position in GCC in Q3 2013 and held it in 4 quarters. The position peaked at $342K in Q3 2013. 56 funds tracked by Wall St. Rank hold GCC as of Q3 2014.

  • Leavell Investment Management reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2014 after selling out during the quarter.
  • Leavell Investment Management sold 8,760 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2014, an estimated $245K.
  • Leavell Investment Management first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q3 2013 and held it in 4 quarters.
  • Leavell Investment Management's WisdomTree Enhanced Commodity Strategy Fund position peaked at $342K in Q3 2013.
  • 56 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2014.

Based on Leavell Investment Management's 13F filing for Q3 2014, filed 20 Oct 2014.