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SevenBridge Financial Group’s US Commodity Index USCI Stock Holding History

SevenBridge Financial Group’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
2016
Q3 		– Sell
-37
Closed -$2K – 677
2016
Q2 		$2K Buy
+37
New +$1.55K ﹤0.01% 693

Other funds holding USCI

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
LYV
Live Your Vision West Conshohocken, Pennsylvania $330M AUM 2.28% 1-Year Est. Return

SevenBridge Financial Group's USCI Position: Q3 2016 in Review

SevenBridge Financial Group sold out of US Commodity Index (USCI) in Q3 2016, closing a stake of 37 shares — an estimated $2K sold.

SevenBridge Financial Group first reported a position in USCI in Q2 2016 and held it in 1 quarter. The position peaked at $2K in Q2 2016. 52 funds tracked by Wall St. Rank hold USCI as of Q3 2016.

  • SevenBridge Financial Group reported no remaining US Commodity Index position as of Q3 2016 after selling out during the quarter.
  • SevenBridge Financial Group sold 37 US Commodity Index shares in Q3 2016, an estimated $2K.
  • SevenBridge Financial Group first reported a position in US Commodity Index in Q2 2016 and held it in 1 quarter.
  • SevenBridge Financial Group's US Commodity Index position peaked at $2K in Q2 2016.
  • 52 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2016.

Based on SevenBridge Financial Group's 13F filing for Q3 2016, filed 28 Nov 2016.