Stanford Investment Group’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

Stanford Investment Group’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-3,164	Closed	-$70K	–	335
2015 Q3	$70K	Buy	3,164 +1,614	+104%	+$36.9K	0.05%	99
2015 Q2	$38K	Hold	1,550	–	–	0.03%	154
2015 Q1	$37K	Buy	+1,550	New	+$38.8K	0.03%	158

Other funds holding FTGC

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

EMA

Efficient Market Advisors San Diego, California $727M AUM 9.65% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

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

GWM

Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return

Stanford Investment Group's FTGC Position: Q4 2015 in Review

Stanford Investment Group sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2015, closing a stake of 3,164 shares — an estimated $70K sold.

Stanford Investment Group first reported a position in FTGC in Q1 2015 and held it in 3 quarters. The position peaked at $70K in Q3 2015. 42 funds tracked by Wall St. Rank hold FTGC as of Q4 2015.

Stanford Investment Group reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2015 after selling out during the quarter.
Stanford Investment Group sold 3,164 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2015, an estimated $70K.
Stanford Investment Group first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2015 and held it in 3 quarters.
Stanford Investment Group's First Trust Global Tactical Commodity Strategy Fund position peaked at $70K in Q3 2015.
42 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2015.

Based on Stanford Investment Group's 13F filing for Q4 2015, filed 10 Nov 2016.