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Sterling Financial Planning’s US Commodity Index USCI Stock Holding History

Sterling Financial Planning’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
2021
Q4 		– Sell
-41
Closed -$2K – 377
2021
Q3 		$2K Sell
41
-9
-18% -$361 ﹤0.01% 408
2021
Q2 		$2K Buy
50
+2
+4% +$79 ﹤0.01% 386
2021
Q1 		$2K Hold
48
– – ﹤0.01% 364
2020
Q4 		$2K Buy
+48
New +$1.48K ﹤0.01% 340

Other funds holding USCI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sterling Financial Planning's USCI Position: Q4 2021 in Review

Sterling Financial Planning sold out of US Commodity Index (USCI) in Q4 2021, closing a stake of 41 shares — an estimated $2K sold.

Sterling Financial Planning first reported a position in USCI in Q4 2020 and held it in 4 quarters. The position peaked at $2K in Q3 2021. 52 funds tracked by Wall St. Rank hold USCI as of Q4 2021.

  • Sterling Financial Planning reported no remaining US Commodity Index position as of Q4 2021 after selling out during the quarter.
  • Sterling Financial Planning sold 41 US Commodity Index shares in Q4 2021, an estimated $2K.
  • Sterling Financial Planning first reported a position in US Commodity Index in Q4 2020 and held it in 4 quarters.
  • Sterling Financial Planning's US Commodity Index position peaked at $2K in Q3 2021.
  • 52 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2021.

Based on Sterling Financial Planning's 13F filing for Q4 2021, filed 2 Feb 2022.