SVA Wealth Management’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

SVA Wealth Management’s Portfolio BCI Stock Details BCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-20,000	Closed	-$488K	–	212
2018 Q2	$488K	Buy	+20,000	New	+$497K	0.05%	153

Other funds holding BCI

CFIA

Cantor Fitzgerald Investment Advisors New York $1.48B AUM 24.05% 1-Year Est. Return

DCM

DeGreen Capital Management Scottsdale, Arizona $301M AUM 17.24% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

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

PAG

Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

LIM

Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

SVA Wealth Management's BCI Position: Q3 2018 in Review

SVA Wealth Management sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q3 2018, closing a stake of 20,000 shares — an estimated $488K sold.

SVA Wealth Management first reported a position in BCI in Q2 2018 and held it in 1 quarter. The position peaked at $488K in Q2 2018. 22 funds tracked by Wall St. Rank hold BCI as of Q3 2018.

SVA Wealth Management reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q3 2018 after selling out during the quarter.
SVA Wealth Management sold 20,000 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q3 2018, an estimated $488K.
SVA Wealth Management first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2018 and held it in 1 quarter.
SVA Wealth Management's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $488K in Q2 2018.
22 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q3 2018.

Based on SVA Wealth Management's 13F filing for Q3 2018, filed 13 Nov 2018.