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Sutton Wealth Advisors’s US Commodity Index USCI Stock Holding History

Sutton Wealth Advisors’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
2020
Q2 		– Sell
-30
Closed -$777 – 1289
2020
Q1 		$777 Hold
30
– – ﹤0.01% 1117
2019
Q4 		$1.11K Hold
30
– – ﹤0.01% 1109
2019
Q3 		$1.07K Sell
30
-201
-87% -$7.21K ﹤0.01% 1107
2019
Q2 		$8.54K Hold
231
– – ﹤0.01% 815
2019
Q1 		$8.95K Buy
231
+39
+20% +$1.51K 0.01% 807
2018
Q4 		$7.21K Sell
192
-128
-40% -$5.14K ﹤0.01% 815
2018
Q3 		$13.6K Buy
320
+10
+3% +$418 0.01% 712
2018
Q2 		$13.6K Buy
310
+7
+2% +$308 0.01% 745
2018
Q1 		$13K Buy
303
+12
+4% +$512 0.01% 731
2017
Q4 		$12.4K Buy
291
+13
+5% +$531 0.01% 718
2017
Q3 		$11.1K Hold
278
– – 0.01% 741
2017
Q2 		$10.7K Hold
278
– – 0.01% 732
2017
Q1 		$10.9K Sell
278
-137
-33% -$5.47K 0.01% 688
2016
Q4 		$16.6K Hold
415
– – 0.01% 551
2016
Q3 		$17.2K Sell
415
-1,389
-77% -$58.4K 0.02% 507
2016
Q2 		$77.9K Sell
1,804
-2,839
-61% -$119K 0.07% 198
2016
Q1 		$188K Buy
+4,643
New +$185K 0.18% 93

Other funds holding USCI

G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
AAM
Ameraudi Asset Management New York $184M AUM 15.4% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
RF
RHS Financial San Francisco, California $211M AUM 20.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Sutton Wealth Advisors's USCI Position: Q2 2020 in Review

Sutton Wealth Advisors sold out of US Commodity Index (USCI) in Q2 2020, closing a stake of 30 shares — an estimated $777 sold.

Sutton Wealth Advisors first reported a position in USCI in Q1 2016 and held it in 17 quarters. The position peaked at $188K in Q1 2016. 32 funds tracked by Wall St. Rank hold USCI as of Q2 2020.

  • Sutton Wealth Advisors reported no remaining US Commodity Index position as of Q2 2020 after selling out during the quarter.
  • Sutton Wealth Advisors sold 30 US Commodity Index shares in Q2 2020, an estimated $777.
  • Sutton Wealth Advisors first reported a position in US Commodity Index in Q1 2016 and held it in 17 quarters.
  • Sutton Wealth Advisors's US Commodity Index position peaked at $188K in Q1 2016.
  • 32 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2020.

Based on Sutton Wealth Advisors's 13F filing for Q2 2020, filed 7 Nov 2023.