Retirement Planning Group (Kansas)’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Retirement Planning Group (Kansas)’s Portfolio GSG Stock Details GSG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-11,308	Closed	-$244K	–	63
2014 Q4	$244K	Sell	11,308 -4,115	-27%	-$107K	0.08%	58
2014 Q3	$456K	Hold	15,423	–	–	0.14%	47
2014 Q2	$523K	Sell	15,423 -211	-1%	-$7.05K	0.16%	48
2014 Q1	$515K	Buy	15,634 +789	+5%	+$25.4K	0.17%	49
2013 Q4	$478K	Sell	14,845 -136	-0.9%	-$4.35K	0.17%	48
2013 Q3	$485K	Buy	14,981 +609	+4%	+$20K	0.18%	51
2013 Q2	$443K	Buy	+14,372	New	+$450K	0.18%	51

Other funds holding GSG

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

SIM

Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

CWA

Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Retirement Planning Group (Kansas)'s GSG Position: Q1 2015 in Review

Retirement Planning Group (Kansas) sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q1 2015, closing a stake of 11,308 shares — an estimated $244K sold.

Retirement Planning Group (Kansas) first reported a position in GSG in Q2 2013 and held it in 7 quarters. The position peaked at $523K in Q2 2014. 96 funds tracked by Wall St. Rank hold GSG as of Q1 2015.

Retirement Planning Group (Kansas) reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q1 2015 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 11,308 iShares S&P GSCI Commodity-Indexed Trust shares in Q1 2015, an estimated $244K.
Retirement Planning Group (Kansas) first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q2 2013 and held it in 7 quarters.
Retirement Planning Group (Kansas)'s iShares S&P GSCI Commodity-Indexed Trust position peaked at $523K in Q2 2014.
96 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2015.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2015, filed 13 May 2015.