VFA
GSP

Valeo Financial Advisors’s Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index GSP Stock Holding History

Valeo Financial Advisors’s Portfolio GSP Stock Details GSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-3,325
Closed -$54K – 1887
2018
Q3 		$54K Buy
+3,325
New +$55.4K 0.01% 537

Other funds holding GSP

US Bancorp
US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return
I
IberiaBank Lafayette, Louisiana $849M AUM 10.44% 1-Year Est. Return
CAM
Crestone Asset Management Boulder, Colorado $497M AUM 19.81% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BFG
Bouchey Financial Group Troy, New York $1.36B AUM 13.96% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SWA
Sutton Wealth Advisors Tampa, Florida $203M AUM 20.54% 1-Year Est. Return
PB
Pinnacle Bancorp Beatrice, Nebraska $339M AUM 14.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Valeo Financial Advisors's GSP Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index (GSP) in Q4 2018, closing a stake of 3,325 shares — an estimated $54K sold.

Valeo Financial Advisors first reported a position in GSP in Q3 2018 and held it in 1 quarter. The position peaked at $54K in Q3 2018. 16 funds tracked by Wall St. Rank hold GSP as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 3,325 Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index shares in Q4 2018, an estimated $54K.
  • Valeo Financial Advisors first reported a position in Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index position peaked at $54K in Q3 2018.
  • 16 funds tracked by Wall St. Rank held Barclays Bank PLC iPath Exchange Traded Notes due 2036 Linked to GSCI Total Return Index as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.