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Wealthspire Advisors (Maryland)’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio COMT Stock Details COMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-76
Closed -$2K – 1759
2016
Q3 		$2K Buy
+76
New +$2.43K ﹤0.01% 1536

Other funds holding COMT

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
SG
Strid Group Newtown Square, Pennsylvania $807M AUM 18.59% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return
3AM
3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
SHIM
Stone House Investment Management Tunkhannock, Pennsylvania $558M AUM 14.72% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s COMT Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q4 2016, closing a stake of 76 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in COMT in Q3 2016 and held it in 1 quarter. The position peaked at $2K in Q3 2016. 50 funds tracked by Wall St. Rank hold COMT as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q4 2016, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q3 2016 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $2K in Q3 2016.
  • 50 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.