Sowell Financial Services’s Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index GSP Stock Holding History

Sowell Financial Services’s Portfolio GSP Stock Details GSP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-1,800	Closed	-$28K	–	2851
2019 Q4	$28K	Hold	1,800	–	–	﹤0.01%	1323
2019 Q3	$25K	Buy	+1,800	New	+$25.9K	﹤0.01%	1212

Other funds holding GSP

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

AIM

Alhambra Investment Management Palmetto Bay, Florida $229M AUM 24.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

CAM

Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return

IberiaBank Lafayette, Louisiana $849M AUM 10.44% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

JPLA

Joseph P. Lucia & Associates Yorktown Heights, New York $333M AUM 26.31% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MUFG Americas New York $4.04B AUM 12.45% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Sowell Financial Services's GSP Position: Q1 2020 in Review

Sowell Financial Services sold out of Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index (GSP) in Q1 2020, closing a stake of 1,800 shares — an estimated $28K sold.

Sowell Financial Services first reported a position in GSP in Q3 2019 and held it in 2 quarters. The position peaked at $28K in Q4 2019. 13 funds tracked by Wall St. Rank hold GSP as of Q1 2020.

Sowell Financial Services reported no remaining Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position as of Q1 2020 after selling out during the quarter.
Sowell Financial Services sold 1,800 Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index shares in Q1 2020, an estimated $28K.
Sowell Financial Services first reported a position in Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index in Q3 2019 and held it in 2 quarters.
Sowell Financial Services's Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position peaked at $28K in Q4 2019.
13 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index as of Q1 2020.

Based on Sowell Financial Services's 13F filing for Q1 2020, filed 12 May 2020.