Simplicity Solutions’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Simplicity Solutions’s Portfolio COMT Stock Details COMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-10,199	Closed	-$336K	–	743
2019 Q4	$336K	Sell	10,199 -218	-2%	-$7K	0.01%	639
2019 Q3	$329K	Hold	10,417	–	–	0.01%	508
2019 Q2	$341K	Buy	+10,417	New	+$340K	0.01%	458

Other funds holding COMT

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

ACM

Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

LFASL

Lugano Financial Advisors SA (LFA) Lugano, Switzerland $197M AUM 14.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WDL

Well Done LLC Holland, Michigan $681M AUM 13.87% 1-Year Est. Return

Simplicity Solutions's COMT Position: Q1 2020 in Review

Simplicity Solutions sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q1 2020, closing a stake of 10,199 shares — an estimated $336K sold.

Simplicity Solutions first reported a position in COMT in Q2 2019 and held it in 3 quarters. The position peaked at $341K in Q2 2019. 62 funds tracked by Wall St. Rank hold COMT as of Q1 2020.

Simplicity Solutions reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q1 2020 after selling out during the quarter.
Simplicity Solutions sold 10,199 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q1 2020, an estimated $336K.
Simplicity Solutions first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q2 2019 and held it in 3 quarters.
Simplicity Solutions's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $341K in Q2 2019.
62 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q1 2020.

Based on Simplicity Solutions's 13F filing for Q1 2020, filed 15 May 2020.