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RWA Wealth Partners’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

RWA Wealth Partners’s Portfolio FTGC Stock Details FTGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-166,004
Closed -$3.29M – 230
2018
Q3 		$3.29M Sell
166,004
-18,344
-10% -$362K 0.37% 64
2018
Q2 		$3.81M Buy
+184,348
New +$3.91M 0.43% 55

Other funds holding FTGC

BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AWM
AllSquare Wealth Management Albany, New York $189M AUM 14.89% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Comerica Securities Detroit, Michigan $1.2B AUM 16.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

RWA Wealth Partners's FTGC Position: Q4 2018 in Review

RWA Wealth Partners sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2018, closing a stake of 166,004 shares — an estimated $3.29M sold.

RWA Wealth Partners first reported a position in FTGC in Q2 2018 and held it in 2 quarters. The position peaked at $3.81M in Q2 2018. 65 funds tracked by Wall St. Rank hold FTGC as of Q4 2018.

  • RWA Wealth Partners reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2018 after selling out during the quarter.
  • RWA Wealth Partners sold 166,004 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2018, an estimated $3.29M.
  • RWA Wealth Partners first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q2 2018 and held it in 2 quarters.
  • RWA Wealth Partners's First Trust Global Tactical Commodity Strategy Fund position peaked at $3.81M in Q2 2018.
  • 65 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2018.

Based on RWA Wealth Partners's 13F filing for Q4 2018, filed 25 Jan 2019.