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Partnervest Advisory Services’s WisdomTree Enhanced Commodity Strategy Fund GCC Stock Holding History

Partnervest Advisory Services’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
2017
Q3 		– Sell
-11,431
Closed -$213K – 192
2017
Q2 		$213K Sell
11,431
-1,736
-13% -$32.6K 0.1% 180
2017
Q1 		$253K Buy
+13,167
New +$259K 0.11% 160

Other funds holding GCC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AC
Alexandria Capital Arlington, Virginia $1.08B AUM 29.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
TF
TIAA FSB Jacksonville, Florida $27.6B AUM 14.26% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BUB
BBVA USA Bancshares Houston, Texas $2.1B AUM 62.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Partnervest Advisory Services's GCC Position: Q3 2017 in Review

Partnervest Advisory Services sold out of WisdomTree Enhanced Commodity Strategy Fund (GCC) in Q3 2017, closing a stake of 11,431 shares — an estimated $213K sold.

Partnervest Advisory Services first reported a position in GCC in Q1 2017 and held it in 2 quarters. The position peaked at $253K in Q1 2017. 39 funds tracked by Wall St. Rank hold GCC as of Q3 2017.

  • Partnervest Advisory Services reported no remaining WisdomTree Enhanced Commodity Strategy Fund position as of Q3 2017 after selling out during the quarter.
  • Partnervest Advisory Services sold 11,431 WisdomTree Enhanced Commodity Strategy Fund shares in Q3 2017, an estimated $213K.
  • Partnervest Advisory Services first reported a position in WisdomTree Enhanced Commodity Strategy Fund in Q1 2017 and held it in 2 quarters.
  • Partnervest Advisory Services's WisdomTree Enhanced Commodity Strategy Fund position peaked at $253K in Q1 2017.
  • 39 funds tracked by Wall St. Rank held WisdomTree Enhanced Commodity Strategy Fund as of Q3 2017.

Based on Partnervest Advisory Services's 13F filing for Q3 2017, filed 13 Nov 2017.