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Transamerica Financial Advisors’s US Commodity Index USCI Stock Holding History

Transamerica Financial 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
2018
Q3 		– Sell
-1,059
Closed -$47K – 523
2018
Q2 		$47K Buy
1,059
+767
+263% +$33.8K 0.01% 240
2018
Q1 		$13K Buy
+292
New +$12.5K ﹤0.01% 262
2017
Q4 		– Sell
-1,246
Closed -$50K – 449
2017
Q3 		$50K Buy
+1,246
New +$49.3K 0.01% 235
2017
Q1 		– Sell
-26
Closed -$2K – 432
2016
Q4 		$2K Sell
26
-2
-7% -$83 ﹤0.01% 311
2016
Q3 		$2K Buy
+28
New +$1.18K ﹤0.01% 327
2016
Q2 		– Sell
-841
Closed -$34K – 692
2016
Q1 		$34K Buy
+841
New +$33.5K ﹤0.01% 420

Other funds holding USCI

Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $690M AUM 22.82% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
MWA
MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return
KF
Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Transamerica Financial Advisors's USCI Position: Q3 2018 in Review

Transamerica Financial Advisors sold out of US Commodity Index (USCI) in Q3 2018, closing a stake of 1,059 shares — an estimated $47K sold.

Transamerica Financial Advisors first reported a position in USCI in Q1 2016 and held it in 6 quarters. The position peaked at $50K in Q3 2017. 69 funds tracked by Wall St. Rank hold USCI as of Q3 2018.

  • Transamerica Financial Advisors reported no remaining US Commodity Index position as of Q3 2018 after selling out during the quarter.
  • Transamerica Financial Advisors sold 1,059 US Commodity Index shares in Q3 2018, an estimated $47K.
  • Transamerica Financial Advisors first reported a position in US Commodity Index in Q1 2016 and held it in 6 quarters.
  • Transamerica Financial Advisors's US Commodity Index position peaked at $50K in Q3 2017.
  • 69 funds tracked by Wall St. Rank held US Commodity Index as of Q3 2018.

Based on Transamerica Financial Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.