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MKD Wealth Coaches’s United States Copper Index Fund CPER Stock Holding History

MKD Wealth Coaches’s Portfolio CPER Stock Details CPER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-6
Closed – – 211
2019
Q1 		$0 Sell
6
-54,950
-100% -$965K ﹤0.01% 188
2018
Q4 		$904K Buy
+54,956
New +$945K 1.07% 20

Other funds holding CPER

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
FMP
Financial Management Professionals Austin, Texas $1.05B AUM 21.07% 1-Year Est. Return
IF
Ironwood Financial Tucson, Arizona $639M AUM 19.03% 1-Year Est. Return
CWA
Clarus Wealth Advisors Peoria, Arizona $260M AUM 27.97% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

MKD Wealth Coaches's CPER Position: Q2 2019 in Review

MKD Wealth Coaches sold out of United States Copper Index Fund (CPER) in Q2 2019, closing a stake of 6 shares.

MKD Wealth Coaches first reported a position in CPER in Q4 2018 and held it in 2 quarters. The position peaked at $904K in Q4 2018. 10 funds tracked by Wall St. Rank hold CPER as of Q2 2019.

  • MKD Wealth Coaches reported no remaining United States Copper Index Fund position as of Q2 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 6 United States Copper Index Fund shares in Q2 2019.
  • MKD Wealth Coaches first reported a position in United States Copper Index Fund in Q4 2018 and held it in 2 quarters.
  • MKD Wealth Coaches's United States Copper Index Fund position peaked at $904K in Q4 2018.
  • 10 funds tracked by Wall St. Rank held United States Copper Index Fund as of Q2 2019.

Based on MKD Wealth Coaches's 13F filing for Q2 2019, filed 19 Jul 2019.