PFM
GSP

Peak Financial Management’s Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index GSP Stock Holding History

Peak Financial Management’s Portfolio GSP Stock Details GSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-176,328
Closed -$176K – 35
2016
Q2 		$176K Buy
+176,328
New +$2.46M 0.08% 32

Other funds holding GSP

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
HW
Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
AL
Aspiriant LLC Los Angeles, California $3.51B AUM 13.98% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return

Peak Financial Management's GSP Position: Q3 2016 in Review

Peak Financial Management sold out of Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index (GSP) in Q3 2016, closing a stake of 176,328 shares — an estimated $176K sold.

Peak Financial Management first reported a position in GSP in Q2 2016 and held it in 1 quarter. The position peaked at $176K in Q2 2016. 23 funds tracked by Wall St. Rank hold GSP as of Q3 2016.

  • Peak Financial Management reported no remaining Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position as of Q3 2016 after selling out during the quarter.
  • Peak Financial Management sold 176,328 Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index shares in Q3 2016, an estimated $176K.
  • Peak Financial Management first reported a position in Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index in Q2 2016 and held it in 1 quarter.
  • Peak Financial Management's Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position peaked at $176K in Q2 2016.
  • 23 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index as of Q3 2016.

Based on Peak Financial Management's 13F filing for Q3 2016, filed 16 Dec 2016.