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Sonora Investment Management’s US Commodity Index USCI Stock Holding History

Sonora Investment Management’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
2018
Q2 		– Sell
-75
Closed -$3.21K – 1216
2018
Q1 		$3.21K Buy
+75
New +$3.2K ﹤0.01% 1008
2016
Q2 		– Sell
-1,075
Closed -$44.8K – 926
2016
Q1 		$44.8K Buy
+1,075
New +$42.8K 0.01% 301

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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Sonora Investment Management's USCI Position: Q2 2018 in Review

Sonora Investment Management sold out of US Commodity Index (USCI) in Q2 2018, closing a stake of 75 shares — an estimated $3.21K sold.

Sonora Investment Management first reported a position in USCI in Q1 2016 and held it in 2 quarters. The position peaked at $44.8K in Q1 2016. 75 funds tracked by Wall St. Rank hold USCI as of Q2 2018.

  • Sonora Investment Management reported no remaining US Commodity Index position as of Q2 2018 after selling out during the quarter.
  • Sonora Investment Management sold 75 US Commodity Index shares in Q2 2018, an estimated $3.21K.
  • Sonora Investment Management first reported a position in US Commodity Index in Q1 2016 and held it in 2 quarters.
  • Sonora Investment Management's US Commodity Index position peaked at $44.8K in Q1 2016.
  • 75 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2018.

Based on Sonora Investment Management's 13F filing for Q2 2018, filed 6 Aug 2018.