Wealthspire Advisors (Maryland)’s US Commodity Index USCI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio USCI Stock Details USCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-431	Closed	-$17K	–	1958
2019 Q1	$17K	Sell	431 -112	-21%	-$4.34K	﹤0.01%	1350
2018 Q4	$20K	Hold	543	–	–	﹤0.01%	1210
2018 Q3	$23K	Sell	543 -67	-11%	-$2.8K	﹤0.01%	1261
2018 Q2	$27K	Hold	610	–	–	﹤0.01%	1206
2018 Q1	$26K	Hold	610	–	–	﹤0.01%	1214
2017 Q4	$26K	Hold	610	–	–	﹤0.01%	1246
2017 Q3	$24K	Hold	610	–	–	﹤0.01%	1239
2017 Q2	$23K	Hold	610	–	–	﹤0.01%	1220
2017 Q1	$24K	Hold	610	–	–	﹤0.01%	1026
2016 Q4	$24K	Sell	610 -40	-6%	-$1.65K	﹤0.01%	969
2016 Q3	$27K	Sell	650 -42	-6%	-$1.76K	﹤0.01%	974
2016 Q2	$30K	Sell	692 -280	-29%	-$11.7K	0.01%	870
2016 Q1	$39K	Hold	972	–	–	0.01%	768
2015 Q4	$39K	Buy	+972	New	+$40K	0.01%	786

Other funds holding USCI

Summit Financial Parsippany, New Jersey $7.85B AUM 20.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

USAA

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

MWA

MFA Wealth Advisors Pittsburgh, Pennsylvania $587M AUM 27.44% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return

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

1IA

1834 Investment Advisors Milwaukee, Wisconsin $801M AUM 18.16% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s USCI Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of US Commodity Index (USCI) in Q2 2019, closing a stake of 431 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in USCI in Q4 2015 and held it in 14 quarters. The position peaked at $39K in Q1 2016. 64 funds tracked by Wall St. Rank hold USCI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining US Commodity Index position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 431 US Commodity Index shares in Q2 2019, an estimated $17K.
Wealthspire Advisors (Maryland) first reported a position in US Commodity Index in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s US Commodity Index position peaked at $39K in Q1 2016.
64 funds tracked by Wall St. Rank held US Commodity Index as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.