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Oak Grove Capital’s US Commodity Index USCI Stock Holding History

Oak Grove Capital’s Portfolio USCI Stock Details USCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-500
Closed -$21K – 149
2018
Q3 		$21K Hold
500
– – 0.02% 98
2018
Q2 		$22K Hold
500
– – 0.02% 90
2018
Q1 		$21K Buy
+500
New +$21.3K 0.02% 94

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Oak Grove Capital's USCI Position: Q4 2018 in Review

Oak Grove Capital sold out of US Commodity Index (USCI) in Q4 2018, closing a stake of 500 shares — an estimated $21K sold.

Oak Grove Capital first reported a position in USCI in Q1 2018 and held it in 3 quarters. The position peaked at $22K in Q2 2018. 64 funds tracked by Wall St. Rank hold USCI as of Q4 2018.

  • Oak Grove Capital reported no remaining US Commodity Index position as of Q4 2018 after selling out during the quarter.
  • Oak Grove Capital sold 500 US Commodity Index shares in Q4 2018, an estimated $21K.
  • Oak Grove Capital first reported a position in US Commodity Index in Q1 2018 and held it in 3 quarters.
  • Oak Grove Capital's US Commodity Index position peaked at $22K in Q2 2018.
  • 64 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2018.

Based on Oak Grove Capital's 13F filing for Q4 2018, filed 15 Feb 2019.