Live Your Vision’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Live Your Vision’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	$1.09M	Sell	32,256 -5,746	-15%	-$187K	0.33%	36
2018 Q4	$1.21M	Buy	+38,002	New	+$1.37M	0.41%	32

Other funds holding COMT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

PFG

Pacific Financial Group Bellevue, Washington $186M AUM 16.59% 1-Year Est. Return

EWM

Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return

FHA

Flagship Harbor Advisors Boston, Massachusetts $2.27B AUM 18.34% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Live Your Vision's COMT Position: Q1 2019 in Review

Live Your Vision reduced its iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) stake by 15% in Q1 2019, selling an estimated $187K and leaving 32,256 shares worth $1.09M. The position accounts for 0.33% of the portfolio, ranked #36.

Live Your Vision first reported a position in COMT in Q4 2018 and has held it in 2 quarters since. The position peaked at $1.21M in Q4 2018. 81 funds tracked by Wall St. Rank hold COMT as of Q1 2019.

Live Your Vision held 32,256 shares of iShares GSCI Commodity Dynamic Roll Strategy ETF worth $1.09M as of Q1 2019.
Live Your Vision sold 5,746 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2019, an estimated $187K.
iShares GSCI Commodity Dynamic Roll Strategy ETF made up 0.33% of Live Your Vision's portfolio in Q1 2019, its #36 holding.
Live Your Vision first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q4 2018 and has held it in 2 quarters since.
Live Your Vision's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $1.21M in Q4 2018.
81 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2019.

Based on Live Your Vision's 13F filing for Q1 2019, filed 25 Apr 2019.