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Spectrum Management Group’s US Commodity Index USCI Stock Holding History

Spectrum Management 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
Q2 		– Sell
-2,041
Closed -$82K – 216
2016
Q1 		$82K Buy
+2,041
New +$81.3K 0.03% 114

Other funds holding USCI

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
SIAM
Sterling Investment Advisors (Missouri) Bolivar, Missouri $223M AUM 15.6% 1-Year Est. Return

Spectrum Management Group's USCI Position: Q2 2016 in Review

Spectrum Management Group sold out of US Commodity Index (USCI) in Q2 2016, closing a stake of 2,041 shares — an estimated $82K sold.

Spectrum Management Group first reported a position in USCI in Q1 2016 and held it in 1 quarter. The position peaked at $82K in Q1 2016. 49 funds tracked by Wall St. Rank hold USCI as of Q2 2016.

  • Spectrum Management Group reported no remaining US Commodity Index position as of Q2 2016 after selling out during the quarter.
  • Spectrum Management Group sold 2,041 US Commodity Index shares in Q2 2016, an estimated $82K.
  • Spectrum Management Group first reported a position in US Commodity Index in Q1 2016 and held it in 1 quarter.
  • Spectrum Management Group's US Commodity Index position peaked at $82K in Q1 2016.
  • 49 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2016.

Based on Spectrum Management Group's 13F filing for Q2 2016, filed 28 Jul 2016.