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Legacy Private Trust’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Legacy Private Trust’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-327,857
Closed -$6.69M – 245
2016
Q4 		$6.69M Buy
+327,857
New +$6.7M 0.91% 27
2015
Q4 		– Sell
-19,727
Closed -$439K – 243
2015
Q3 		$439K Buy
+19,727
New +$451K 0.07% 183

Other funds holding FTGC

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
DWM
Darwin Wealth Management Tampa, Florida $365M AUM 22.69% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return

Legacy Private Trust's FTGC Position: Q1 2017 in Review

Legacy Private Trust sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q1 2017, closing a stake of 327,857 shares — an estimated $6.69M sold.

Legacy Private Trust first reported a position in FTGC in Q3 2015 and held it in 2 quarters. The position peaked at $6.69M in Q4 2016. 43 funds tracked by Wall St. Rank hold FTGC as of Q1 2017.

  • Legacy Private Trust reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q1 2017 after selling out during the quarter.
  • Legacy Private Trust sold 327,857 First Trust Global Tactical Commodity Strategy Fund shares in Q1 2017, an estimated $6.69M.
  • Legacy Private Trust first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q3 2015 and held it in 2 quarters.
  • Legacy Private Trust's First Trust Global Tactical Commodity Strategy Fund position peaked at $6.69M in Q4 2016.
  • 43 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q1 2017.

Based on Legacy Private Trust's 13F filing for Q1 2017, filed 11 Apr 2017.