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Sowell Financial Services’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Sowell Financial Services’s Portfolio BCI Stock Details BCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-2,363
Closed -$43K – 2522
2020
Q2 		$43K Hold
2,363
– – ﹤0.01% 1198
2020
Q1 		$41K Hold
2,363
– – ﹤0.01% 1114
2019
Q4 		$54K Hold
2,363
– – ﹤0.01% 1132
2019
Q3 		$52K Buy
+2,363
New +$52.3K ﹤0.01% 979

Other funds holding BCI

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
DADC
D.A. Davidson & Co Great Falls, Montana $18.1B AUM 24.63% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
ST
Spinnaker Trust Portland, Maine $2.06B AUM 24.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MA
MCF Advisors Covington, Kentucky $2.8B AUM 19.11% 1-Year Est. Return
3AM
3D Asset Management Hartford, Connecticut $360M AUM 1.09% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Sowell Financial Services's BCI Position: Q3 2020 in Review

Sowell Financial Services sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2020, closing a stake of 2,363 shares — an estimated $43K sold.

Sowell Financial Services first reported a position in BCI in Q3 2019 and held it in 4 quarters. The position peaked at $54K in Q4 2019. 36 funds tracked by Wall St. Rank hold BCI as of Q3 2020.

  • Sowell Financial Services reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2020 after selling out during the quarter.
  • Sowell Financial Services sold 2,363 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2020, an estimated $43K.
  • Sowell Financial Services first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q3 2019 and held it in 4 quarters.
  • Sowell Financial Services's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $54K in Q4 2019.
  • 36 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2020.

Based on Sowell Financial Services's 13F filing for Q3 2020, filed 12 Nov 2020.