NWAM LLC
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NWAM LLC’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

NWAM LLC’s Portfolio GCC Stock Details GCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-31,823
Closed -$574K – 337
2018
Q3 		$574K Buy
31,823
+553
+2% +$10K 0.13% 169
2018
Q2 		$589K Hold
31,270
– – 0.14% 158
2018
Q1 		$602K Hold
31,270
– – 0.15% 144
2017
Q4 		$601K Buy
+31,270
New +$593K 0.15% 148

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LPL Financial
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Summit Trail Advisors
Summit Trail Advisors New York $7.95B AUM 26.49% 1-Year Est. Return
TIAA FSB
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Ladenburg Thalmann Financial Services
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Proficio Capital Partners
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
GWA
Guidant Wealth Advisors Palatine, Illinois $269M AUM 0.85% 1-Year Est. Return

NWAM LLC's GCC Position: Q4 2018 in Review

NWAM LLC sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q4 2018, closing a stake of 31,823 shares — an estimated $574K sold.

NWAM LLC first reported a position in GCC in Q4 2017 and held it in 4 quarters. The position peaked at $602K in Q1 2018. 50 funds tracked by Wall St. Rank hold GCC as of Q4 2018.

  • NWAM LLC reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • NWAM LLC sold 31,823 WisdomTree Enhanced Commodity Strategy Fund shares in Q4 2018, an estimated $574K.
  • NWAM LLC first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q4 2017 and held it in 4 quarters.
  • NWAM LLC's WisdomTree Enhanced Commodity Strategy Fund position peaked at $602K in Q1 2018.
  • 50 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q4 2018.

Based on NWAM LLC's 13F filing for Q4 2018, filed 30 Jan 2019.