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Seneca House Advisors’s US Commodity Index USCI Stock Holding History

Seneca House 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
2019
Q1 		– Sell
-13,417
Closed -$504K – 96
2018
Q4 		$504K Sell
13,417
-602
-4% -$24.2K 0.47% 55
2018
Q3 		$595K Buy
14,019
+2,338
+20% +$97.8K 0.47% 56
2018
Q2 		$511K Buy
11,681
+230
+2% +$10.1K 0.42% 61
2018
Q1 		$490K Buy
11,451
+1,051
+10% +$44.8K 0.41% 58
2017
Q4 		$442K Buy
+10,400
New +$425K 0.38% 68

Other funds holding USCI

SF
Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
1IA
1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

Seneca House Advisors's USCI Position: Q1 2019 in Review

Seneca House Advisors sold out of US Commodity Index (USCI) in Q1 2019, closing a stake of 13,417 shares — an estimated $504K sold.

Seneca House Advisors first reported a position in USCI in Q4 2017 and held it in 5 quarters. The position peaked at $595K in Q3 2018. 67 funds tracked by Wall St. Rank hold USCI as of Q1 2019.

  • Seneca House Advisors reported no remaining US Commodity Index position as of Q1 2019 after selling out during the quarter.
  • Seneca House Advisors sold 13,417 US Commodity Index shares in Q1 2019, an estimated $504K.
  • Seneca House Advisors first reported a position in US Commodity Index in Q4 2017 and held it in 5 quarters.
  • Seneca House Advisors's US Commodity Index position peaked at $595K in Q3 2018.
  • 67 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2019.

Based on Seneca House Advisors's 13F filing for Q1 2019, filed 22 Apr 2019.