Winch Advisory Services’s iShares GSCI Commodity Dynamic Roll Strategy ETF COMT Stock Holding History

Winch Advisory Services’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
2018 Q2	–	Sell	-276	Closed	-$10K	–	344
2018 Q1	$10K	Buy	+276	New	+$10.2K	0.01%	189

Other funds holding COMT

CSIA

Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return

TPWA

TRUE Private Wealth Advisors Salem, Oregon $1.05B AUM 19.14% 1-Year Est. Return

SMM

Stadion Money Management Watkinsville, Georgia $994M AUM 15.96% 1-Year Est. Return

3AM

3EDGE Asset Management Naples, Florida $2.07B AUM 16.66% 1-Year Est. Return

M&T Bank Buffalo, New York $29.2B AUM 22.81% 1-Year Est. Return

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

PFM

Peak Financial Management Wellesley, Massachusetts $394M AUM 17.76% 1-Year Est. Return

Hancock Whitney Gulfport, Mississippi $5.75B AUM 24.3% 1-Year Est. Return

QIM

Quest Investment Management Lake Oswego, Oregon $857M AUM 21.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Winch Advisory Services's COMT Position: Q2 2018 in Review

Winch Advisory Services sold out of iShares GSCI Commodity Dynamic Roll Strategy ETF (COMT) in Q2 2018, closing a stake of 276 shares — an estimated $10K sold.

Winch Advisory Services first reported a position in COMT in Q1 2018 and held it in 1 quarter. The position peaked at $10K in Q1 2018. 74 funds tracked by Wall St. Rank hold COMT as of Q2 2018.

Winch Advisory Services reported no remaining iShares GSCI Commodity Dynamic Roll Strategy ETF position as of Q2 2018 after selling out during the quarter.
Winch Advisory Services sold 276 iShares GSCI Commodity Dynamic Roll Strategy ETF shares in Q2 2018, an estimated $10K.
Winch Advisory Services first reported a position in iShares GSCI Commodity Dynamic Roll Strategy ETF in Q1 2018 and held it in 1 quarter.
Winch Advisory Services's iShares GSCI Commodity Dynamic Roll Strategy ETF position peaked at $10K in Q1 2018.
74 funds tracked by Wall St. Rank held iShares GSCI Commodity Dynamic Roll Strategy ETF as of Q2 2018.

Based on Winch Advisory Services's 13F filing for Q2 2018, filed 13 Aug 2018.