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Steward Partners Investment Advisory’s US Commodity Index USCI Stock Holding History

Steward Partners Investment Advisory’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
Q2 		– Sell
-117
Closed -$4.17K – 7412
2021
Q1 		$4.17K Buy
+117
New +$4.11K ﹤0.01% 3055
2018
Q2 		– Sell
-53
Closed -$2K – 2548
2018
Q1 		$2K Hold
53
– – ﹤0.01% 2047
2017
Q4 		$2K Hold
53
– – ﹤0.01% 1727
2017
Q3 		$2K Sell
53
-4
-7% -$158 ﹤0.01% 1527
2017
Q2 		$2K Sell
57
-86
-60% -$3.3K ﹤0.01% 1447
2017
Q1 		$5K Buy
143
+57
+66% +$2.27K ﹤0.01% 1138
2016
Q4 		$3K Buy
+86
New +$3.55K ﹤0.01% 727

Other funds holding USCI

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
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
BAM
Belpointe Asset Management Reno, Nevada $2.74B AUM 20.71% 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

Steward Partners Investment Advisory's USCI Position: Q2 2021 in Review

Steward Partners Investment Advisory sold out of US Commodity Index (USCI) in Q2 2021, closing a stake of 117 shares — an estimated $4.17K sold.

Steward Partners Investment Advisory first reported a position in USCI in Q4 2016 and held it in 7 quarters. The position peaked at $5K in Q1 2017. 48 funds tracked by Wall St. Rank hold USCI as of Q2 2021.

  • Steward Partners Investment Advisory reported no remaining US Commodity Index position as of Q2 2021 after selling out during the quarter.
  • Steward Partners Investment Advisory sold 117 US Commodity Index shares in Q2 2021, an estimated $4.17K.
  • Steward Partners Investment Advisory first reported a position in US Commodity Index in Q4 2016 and held it in 7 quarters.
  • Steward Partners Investment Advisory's US Commodity Index position peaked at $5K in Q1 2017.
  • 48 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2021.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2021, filed 13 Aug 2021.