United Capital Financial Advisors’s First Trust Global Tactical Commodity Strategy Fund FTGC Stock Holding History

United Capital Financial Advisors’s Portfolio FTGC Stock Details FTGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-19,130	Closed	-$394K	–	1277
2016 Q3	$394K	Sell	19,130 -5,196	-21%	-$109K	﹤0.01%	1014
2016 Q2	$535K	Sell	24,326 -5,220	-18%	-$110K	0.01%	894
2016 Q1	$596K	Sell	29,546 -4,158	-12%	-$82.5K	0.01%	826
2015 Q4	$685K	Sell	33,704 -1,311	-4%	-$28K	0.01%	794
2015 Q3	$778K	Sell	35,015 -2,721	-7%	-$62.2K	0.01%	761
2015 Q2	$935K	Sell	37,736 -3,663	-9%	-$90.4K	0.01%	734
2015 Q1	$1.03M	Buy	+41,399	New	+$1.04M	0.01%	713

Other funds holding FTGC

Hays Advisory Franklin, Tennessee $157M AUM 9.67% 1-Year Est. Return

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

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LPT

Legacy Private Trust Neenah, Wisconsin $1.63B AUM 17.53% 1-Year Est. Return

DWM

Darwin Wealth Management Tampa, Florida $321M AUM 17.94% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HFS

HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return

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

United Capital Financial Advisors's FTGC Position: Q4 2016 in Review

United Capital Financial Advisors sold out of First Trust Global Tactical Commodity Strategy Fund (FTGC) in Q4 2016, closing a stake of 19,130 shares — an estimated $394K sold.

United Capital Financial Advisors first reported a position in FTGC in Q1 2015 and held it in 7 quarters. The position peaked at $1.03M in Q1 2015. 55 funds tracked by Wall St. Rank hold FTGC as of Q4 2016.

United Capital Financial Advisors reported no remaining First Trust Global Tactical Commodity Strategy Fund position as of Q4 2016 after selling out during the quarter.
United Capital Financial Advisors sold 19,130 First Trust Global Tactical Commodity Strategy Fund shares in Q4 2016, an estimated $394K.
United Capital Financial Advisors first reported a position in First Trust Global Tactical Commodity Strategy Fund in Q1 2015 and held it in 7 quarters.
United Capital Financial Advisors's First Trust Global Tactical Commodity Strategy Fund position peaked at $1.03M in Q1 2015.
55 funds tracked by Wall St. Rank held First Trust Global Tactical Commodity Strategy Fund as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.