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WFG Advisors’s US Commodity Index USCI Stock Holding History

WFG Advisors’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
2017
Q1 		– Sell
-200
Closed -$8K – 1666
2016
Q4 		$8K Sell
200
-250
-56% -$10.3K ﹤0.01% 1181
2016
Q3 		$19K Hold
450
– – ﹤0.01% 960
2016
Q2 		$19K Buy
+450
New +$18.8K 0.01% 931
2015
Q4 		– Sell
-356
Closed -$15K – 1676
2015
Q3 		$15K Sell
356
-300
-46% -$13.1K ﹤0.01% 983
2015
Q2 		$31K Sell
656
-200
-23% -$9.27K 0.01% 855
2015
Q1 		$38K Hold
856
– – 0.01% 804
2014
Q4 		$41K Sell
856
-1,745
-67% -$92.5K 0.01% 961
2014
Q3 		$143K Sell
2,601
-350
-12% -$20.1K 0.03% 538
2014
Q2 		$179K Sell
2,951
-100
-3% -$6.01K 0.03% 474
2014
Q1 		$179K Sell
3,051
-600
-16% -$34.3K 0.04% 462
2013
Q4 		$205K Buy
3,651
+735
+25% +$41.1K 0.03% 509
2013
Q3 		$163K Buy
2,916
+120
+4% +$6.69K 0.03% 546
2013
Q2 		$150K Buy
+2,796
New +$154K 0.02% 538

Other funds holding USCI

USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
SE
Summit Equities Parsippany, New Jersey $601M AUM 9.74% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
G
GenTrust Miami, Florida $2.34B AUM 18.43% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
FWM
Frontier Wealth Management Kansas City, Missouri $1.38B AUM 6.3% 1-Year Est. Return

WFG Advisors's USCI Position: Q1 2017 in Review

WFG Advisors sold out of US Commodity Index (USCI) in Q1 2017, closing a stake of 200 shares — an estimated $8K sold.

WFG Advisors first reported a position in USCI in Q2 2013 and held it in 13 quarters. The position peaked at $205K in Q4 2013. 50 funds tracked by Wall St. Rank hold USCI as of Q1 2017.

  • WFG Advisors reported no remaining US Commodity Index position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 200 US Commodity Index shares in Q1 2017, an estimated $8K.
  • WFG Advisors first reported a position in US Commodity Index in Q2 2013 and held it in 13 quarters.
  • WFG Advisors's US Commodity Index position peaked at $205K in Q4 2013.
  • 50 funds tracked by Wall St. Rank held US Commodity Index as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.