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

United Capital 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
2019 Q1	–	Sell	-61,630	Closed	-$1.32M	–	1353
2018 Q4	$1.32M	Sell	61,630 -2,623	-4%	-$61.4K	0.01%	646
2018 Q3	$1.54M	Buy	64,253 +4,456	+7%	+$105K	0.01%	664
2018 Q2	$1.46M	Buy	59,797 +2,378	+4%	+$59.1K	0.01%	667
2018 Q1	$1.4M	Buy	+57,419	New	+$1.41M	0.01%	684

Other funds holding BCI

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

DADC

D.A. Davidson & Co Great Falls, Montana $16.5B AUM 19.94% 1-Year Est. Return

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

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

LTFS

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

PAG

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

LIM

Leavell Investment Management Mobile, Alabama $2.44B AUM 23.07% 1-Year Est. Return

Cornerstone Advisory Hunt Valley, Maryland $1.06B AUM 12.86% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

United Capital Financial Advisors's BCI Position: Q1 2019 in Review

United Capital Financial Advisors sold out of abrdn Bloomberg All Commodity Strategy K-1 Free ETF (BCI) in Q1 2019, closing a stake of 61,630 shares — an estimated $1.32M sold.

United Capital Financial Advisors first reported a position in BCI in Q1 2018 and held it in 4 quarters. The position peaked at $1.54M in Q3 2018. 23 funds tracked by Wall St. Rank hold BCI as of Q1 2019.

United Capital Financial Advisors reported no remaining abrdn Bloomberg All Commodity Strategy K-1 Free ETF position as of Q1 2019 after selling out during the quarter.
United Capital Financial Advisors sold 61,630 abrdn Bloomberg All Commodity Strategy K-1 Free ETF shares in Q1 2019, an estimated $1.32M.
United Capital Financial Advisors first reported a position in abrdn Bloomberg All Commodity Strategy K-1 Free ETF in Q1 2018 and held it in 4 quarters.
United Capital Financial Advisors's abrdn Bloomberg All Commodity Strategy K-1 Free ETF position peaked at $1.54M in Q3 2018.
23 funds tracked by Wall St. Rank held abrdn Bloomberg All Commodity Strategy K-1 Free ETF as of Q1 2019.

Based on United Capital Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.