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Lee Financial’s US Commodity Index USCI Stock Holding History

Lee Financial’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
2018
Q3 		– Sell
-40
Closed -$2K – 716
2018
Q2 		$2K Buy
+40
New +$1.76K ﹤0.01% 735

Other funds holding USCI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Lee Financial's USCI Position: Q3 2018 in Review

Lee Financial sold out of US Commodity Index (USCI) in Q3 2018, closing a stake of 40 shares — an estimated $2K sold.

Lee Financial first reported a position in USCI in Q2 2018 and held it in 1 quarter. The position peaked at $2K in Q2 2018. 69 funds tracked by Wall St. Rank hold USCI as of Q3 2018.

  • Lee Financial reported no remaining US Commodity Index position as of Q3 2018 after selling out during the quarter.
  • Lee Financial sold 40 US Commodity Index shares in Q3 2018, an estimated $2K.
  • Lee Financial first reported a position in US Commodity Index in Q2 2018 and held it in 1 quarter.
  • Lee Financial's US Commodity Index position peaked at $2K in Q2 2018.
  • 69 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.