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Patten Group’s US Commodity Index USCI Stock Holding History

Patten Group’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
-17
Closed -$1K – 606
2017
Q4 		$1K Hold
17
– – ﹤0.01% 609
2017
Q3 		$1K Hold
17
– – ﹤0.01% 626
2017
Q2 		$1K Hold
17
– – ﹤0.01% 630
2017
Q1 		$1K Hold
17
– – ﹤0.01% 632
2016
Q4 		$1K Hold
17
– – ﹤0.01% 607
2016
Q3 		$688 Sell
17
-17
-50% -$714 ﹤0.01% 618
2016
Q2 		$1.47K Buy
+34
New +$1.42K ﹤0.01% 598

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

Patten Group's USCI Position: Q1 2018 in Review

Patten Group sold out of US Commodity Index (USCI) in Q1 2018, closing a stake of 17 shares — an estimated $1K sold.

Patten Group first reported a position in USCI in Q2 2016 and held it in 7 quarters. The position peaked at $1.47K in Q2 2016. 65 funds tracked by Wall St. Rank hold USCI as of Q1 2018.

  • Patten Group reported no remaining US Commodity Index position as of Q1 2018 after selling out during the quarter.
  • Patten Group sold 17 US Commodity Index shares in Q1 2018, an estimated $1K.
  • Patten Group first reported a position in US Commodity Index in Q2 2016 and held it in 7 quarters.
  • Patten Group's US Commodity Index position peaked at $1.47K in Q2 2016.
  • 65 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2018.

Based on Patten Group's 13F filing for Q1 2018, filed 11 May 2018.