Sutton Wealth Advisors’s Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index GSP Stock Holding History

Sutton Wealth Advisors’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	-7,479	Closed	-$116K	–	1289
2019 Q4	$116K	Hold	7,479	–	–	0.06%	199
2019 Q3	$106K	Hold	7,479	–	–	0.06%	205
2019 Q2	$111K	Hold	7,479	–	–	0.06%	196
2019 Q1	$114K	Sell	7,479 -693	-8%	-$10.1K	0.07%	193
2018 Q4	$106K	Hold	8,172	–	–	0.07%	185
2018 Q3	$144K	Sell	8,172 -347	-4%	-$5.79K	0.09%	159
2018 Q2	$148K	Hold	8,519	–	–	0.1%	156
2018 Q1	$136K	Sell	8,519 -417	-5%	-$6.57K	0.1%	166
2017 Q4	$139K	Sell	8,936 -635	-7%	-$9.24K	0.1%	164
2017 Q3	$133K	Sell	9,571 -4,611	-33%	-$61.3K	0.1%	166
2017 Q2	$183K	Hold	14,182	–	–	0.14%	125
2017 Q1	$196K	Hold	14,182	–	–	0.16%	106
2016 Q4	$208K	Hold	14,182	–	–	0.19%	93
2016 Q3	$194K	Sell	14,182 -1,332	-9%	-$17.8K	0.18%	98
2016 Q2	$225K	Sell	15,514 -1,754	-10%	-$24.5K	0.21%	81
2016 Q1	$218K	Buy	+17,268	New	+$208K	0.21%	83

Other funds holding GSP

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 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 $893B AUM 36.07% 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 $280M AUM 18.25% 1-Year Est. Return

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

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

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

Sutton Wealth Advisors's GSP Position: Q1 2020 in Review

Sutton Wealth Advisors 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 7,479 shares — an estimated $116K sold.

Sutton Wealth Advisors first reported a position in GSP in Q1 2016 and held it in 16 quarters. The position peaked at $225K in Q2 2016. 13 funds tracked by Wall St. Rank hold GSP as of Q1 2020.

Sutton Wealth Advisors 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.
Sutton Wealth Advisors sold 7,479 Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index shares in Q1 2020, an estimated $116K.
Sutton Wealth Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index in Q1 2016 and held it in 16 quarters.
Sutton Wealth Advisors's Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position peaked at $225K in Q2 2016.
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 Sutton Wealth Advisors's 13F filing for Q1 2020, filed 7 Nov 2023.