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Sequoia Financial Advisors’s US Commodity Index USCI Stock Holding History

Sequoia Financial 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
2015
Q1 		– Sell
-13,379
Closed -$646K – 190
2014
Q4 		$646K Buy
13,379
+289
+2% +$15.3K 0.44% 59
2014
Q3 		$721K Buy
13,090
+1,791
+16% +$103K 0.5% 50
2014
Q2 		$685K Buy
+11,299
New +$679K 0.52% 48

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Sequoia Financial Advisors's USCI Position: Q1 2015 in Review

Sequoia Financial Advisors sold out of US Commodity Index (USCI) in Q1 2015, closing a stake of 13,379 shares — an estimated $646K sold.

Sequoia Financial Advisors first reported a position in USCI in Q2 2014 and held it in 3 quarters. The position peaked at $721K in Q3 2014. 43 funds tracked by Wall St. Rank hold USCI as of Q1 2015.

  • Sequoia Financial Advisors reported no remaining US Commodity Index position as of Q1 2015 after selling out during the quarter.
  • Sequoia Financial Advisors sold 13,379 US Commodity Index shares in Q1 2015, an estimated $646K.
  • Sequoia Financial Advisors first reported a position in US Commodity Index in Q2 2014 and held it in 3 quarters.
  • Sequoia Financial Advisors's US Commodity Index position peaked at $721K in Q3 2014.
  • 43 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2015.

Based on Sequoia Financial Advisors's 13F filing for Q1 2015, filed 5 May 2015.