NPC
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National Planning Corporation’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

National Planning Corporation’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
2017
Q4 		– Sell
-15,451
Closed -$538K – 138
2017
Q3 		$538K Sell
15,451
-9,381
-38% -$316K 0.04% 351
2017
Q2 		$819K Buy
+24,832
New +$817K 0.06% 293

Other funds holding COMT

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
M&T Bank
M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return
PFM
Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
EWM
Empirical Wealth Management Seattle, Washington $6.85B AUM 30.02% 1-Year Est. Return
WDL
Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

National Planning Corporation's COMT Position: Q4 2017 in Review

National Planning Corporation sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2017, closing a stake of 15,451 shares — an estimated $538K sold.

National Planning Corporation first reported a position in COMT in Q2 2017 and held it in 2 quarters. The position peaked at $819K in Q2 2017. 51 funds tracked by Wall St. Rank hold COMT as of Q4 2017.

  • National Planning Corporation reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2017 after selling out during the quarter.
  • National Planning Corporation sold 15,451 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2017, an estimated $538K.
  • National Planning Corporation first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2017 and held it in 2 quarters.
  • National Planning Corporation's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $819K in Q2 2017.
  • 51 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2017.

Based on National Planning Corporation's 13F filing for Q4 2017, filed 14 Feb 2018.