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Transamerica Financial Advisors’s abrdn Bloomberg All Commodity Strategy K-1 Free ETF BCI Stock Holding History

Transamerica Financial Advisors’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
Q2 		– Sell
-761
Closed -$19K – 511
2018
Q1 		$19K Buy
761
+739
+3,359% +$18.1K ﹤0.01% 251
2017
Q4 		$1K Sell
22
-41,368
-100% -$1.03M ﹤0.01% 329
2017
Q3 		$1.02M Buy
41,390
+19,974
+93% +$489K 0.13% 146
2017
Q2 		$517K Buy
+21,416
New +$519K 0.07% 180

Other funds holding BCI

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
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)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
CCMG
Clark Capital Management Group Philadelphia, Pennsylvania $18.3B AUM 36.97% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
CA
Cornerstone Advisory Hunt Valley, Maryland $1.21B AUM 19.13% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return
LIM
Leavell Investment Management Mobile, Alabama $2.74B AUM 26.51% 1-Year Est. Return

Transamerica Financial Advisors's BCI Position: Q2 2018 in Review

Transamerica Financial Advisors sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q2 2018, closing a stake of 761 shares — an estimated $19K sold.

Transamerica Financial Advisors first reported a position in BCI in Q2 2017 and held it in 4 quarters. The position peaked at $1.02M in Q3 2017. 27 funds tracked by Wall St. Rank hold BCI as of Q2 2018.

  • Transamerica Financial Advisors reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q2 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 761 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q2 2018, an estimated $19K.
  • Transamerica Financial Advisors first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q2 2017 and held it in 4 quarters.
  • Transamerica Financial Advisors's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1.02M in Q3 2017.
  • 27 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q2 2018.

Based on Transamerica Financial Advisors's 13F filing for Q2 2018, filed 25 Jul 2018.