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Vontobel Swiss Wealth Advisors’s iShares S&P GSCI Commodity-Indexed Trust GSG Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio GSG Stock Details GSG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$11K – 68
2014
Q4 		$11K Buy
+500
New +$13K 0.01% 105

Other funds holding GSG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Natixis Advisors
Natixis Advisors Boston, Massachusetts $71.9B AUM 28.03% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIM
Strategic Investment Management Arlington, Virginia $239M AUM 19.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
CWA
Convergent Wealth Advisors Potomac, Maryland $442M AUM 7.38% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's GSG Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of iShares S&P GSCI Commodity-Indexed Trust (GSG) in Q1 2015, closing a stake of 500 shares — an estimated $11K sold.

Vontobel Swiss Wealth Advisors first reported a position in GSG in Q4 2014 and held it in 1 quarter. The position peaked at $11K in Q4 2014. 96 funds tracked by Wall St. Rank hold GSG as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining iShares S&P GSCI Commodity-Indexed Trust position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 500 iShares S&P GSCI Commodity-Indexed Trust shares in Q1 2015, an estimated $11K.
  • Vontobel Swiss Wealth Advisors first reported a position in iShares S&P GSCI Commodity-Indexed Trust in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's iShares S&P GSCI Commodity-Indexed Trust position peaked at $11K in Q4 2014.
  • 96 funds tracked by Wall St. Rank held iShares S&P GSCI Commodity-Indexed Trust as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.