WT
BCM

Whittier Trust’s iPath Pure Beta Broad Commodity ETN BCM Stock Holding History

Whittier Trust’s Portfolio BCM Stock Details BCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-6,135
Closed -$182K – 1387
2018
Q3 		$182K Sell
6,135
-100
-2% -$2.9K 0.01% 526
2018
Q2 		$187K Hold
6,235
– – 0.01% 514
2018
Q1 		$184K Hold
6,235
– – 0.01% 526
2017
Q4 		$182K Hold
6,235
– – 0.01% 517
2017
Q3 		$171K Hold
6,235
– – 0.01% 520
2017
Q2 		$162K Hold
6,235
– – 0.01% 495
2017
Q1 		$168K Hold
6,235
– – 0.01% 495
2016
Q4 		$170K Hold
6,235
– – 0.01% 491
2016
Q3 		$165K Hold
6,235
– – 0.01% 485
2016
Q2 		$172K Hold
6,235
– – 0.01% 480
2016
Q1 		$152K Sell
6,235
-6,030
-49% -$141K 0.01% 500
2015
Q4 		$292K Sell
12,265
-5,535
-31% -$142K 0.01% 408
2015
Q3 		$475K Sell
17,800
-4,300
-19% -$119K 0.02% 343
2015
Q2 		$700K Buy
22,100
+6,300
+40% +$199K 0.03% 313
2015
Q1 		$480K Hold
15,800
– – 0.02% 350
2014
Q4 		$505K Hold
15,800
– – 0.02% 336
2014
Q3 		$579K Sell
15,800
-1,225
-7% -$48.2K 0.03% 315
2014
Q2 		$708K Buy
17,025
+530
+3% +$21.9K 0.03% 297
2014
Q1 		$674K Hold
16,495
– – 0.03% 291
2013
Q4 		$652K Buy
16,495
+9,765
+145% +$387K 0.03% 292
2013
Q3 		$270K Buy
6,730
+4,330
+180% +$175K 0.01% 398
2013
Q2 		$92K Buy
+2,400
New +$97.3K 0.01% 552

Other funds holding BCM

EK
Evensky & Katz Coral Gables, Florida $1.76B AUM 18.21% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

Whittier Trust's BCM Position: Q4 2018 in Review

Whittier Trust sold out of iPath Pure Beta Broad Commodity ETN (BCM) in Q4 2018, closing a stake of 6,135 shares — an estimated $182K sold.

Whittier Trust first reported a position in BCM in Q2 2013 and held it in 22 quarters. The position peaked at $708K in Q2 2014. 7 funds tracked by Wall St. Rank hold BCM as of Q4 2018.

  • Whittier Trust reported no remaining iPath Pure Beta Broad Commodity ETN position as of Q4 2018 after selling out during the quarter.
  • Whittier Trust sold 6,135 iPath Pure Beta Broad Commodity ETN shares in Q4 2018, an estimated $182K.
  • Whittier Trust first reported a position in iPath Pure Beta Broad Commodity ETN in Q2 2013 and held it in 22 quarters.
  • Whittier Trust's iPath Pure Beta Broad Commodity ETN position peaked at $708K in Q2 2014.
  • 7 funds tracked by Wall St. Rank held iPath Pure Beta Broad Commodity ETN as of Q4 2018.

Based on Whittier Trust's 13F filing for Q4 2018, filed 7 Feb 2019.