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Pathway Financial Advisors’s US Commodity Index USCI Stock Holding History

Pathway Financial Advisors’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
Q1 		– Sell
-1,184
Closed -$50K – 477
2017
Q4 		$50K Buy
+1,184
New +$48.4K 0.03% 277

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Pathway Financial Advisors's USCI Position: Q1 2018 in Review

Pathway Financial Advisors sold out of US Commodity Index (USCI) in Q1 2018, closing a stake of 1,184 shares — an estimated $50K sold.

Pathway Financial Advisors first reported a position in USCI in Q4 2017 and held it in 1 quarter. The position peaked at $50K in Q4 2017. 65 funds tracked by Wall St. Rank hold USCI as of Q1 2018.

  • Pathway Financial Advisors reported no remaining US Commodity Index position as of Q1 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 1,184 US Commodity Index shares in Q1 2018, an estimated $50K.
  • Pathway Financial Advisors first reported a position in US Commodity Index in Q4 2017 and held it in 1 quarter.
  • Pathway Financial Advisors's US Commodity Index position peaked at $50K in Q4 2017.
  • 65 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2018.

Based on Pathway Financial Advisors's 13F filing for Q1 2018, filed 4 May 2018.