WCM
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Windsor Capital Management’s iShares Bloomberg Roll Select Commodity Strategy ETF CMDY Stock Holding History

Windsor Capital Management’s Portfolio CMDY Stock Details CMDY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q3 		– Sell
-4,585
Closed -$267K – 111
2022
Q2 		$267K Buy
+4,585
New +$293K 0.1% 98

Other funds holding CMDY

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APCM
Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return
SAF
Smith Anglin Financial Dallas, Texas $1.1B AUM 14.08% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
IA
IAM Advisory Easton, Pennsylvania $513M AUM 32.24% 1-Year Est. Return
DWP
Destiny Wealth Partners Tavares, Florida $914M AUM 18.14% 1-Year Est. Return
DCM
Disciplina Capital Management Nashville, Tennessee $944M AUM 10.02% 1-Year Est. Return
WWM
WT Wealth Management Scottsdale, Arizona $336M AUM 19.52% 1-Year Est. Return
IFPG
Intrepid Financial Planning Group Carmel, Indiana $248M AUM 19.02% 1-Year Est. Return

Windsor Capital Management's CMDY Position: Q3 2022 in Review

Windsor Capital Management sold out of iShares Bloomberg Roll Select Commodity Strategy ETF (CMDY) in Q3 2022, closing a stake of 4,585 shares — an estimated $267K sold.

Windsor Capital Management first reported a position in CMDY in Q2 2022 and held it in 1 quarter. The position peaked at $267K in Q2 2022. 71 funds tracked by Wall St. Rank hold CMDY as of Q3 2022.

  • Windsor Capital Management reported no remaining iShares Bloomberg Roll Select Commodity Strategy ETF position as of Q3 2022 after selling out during the quarter.
  • Windsor Capital Management sold 4,585 iShares Bloomberg Roll Select Commodity Strategy ETF shares in Q3 2022, an estimated $267K.
  • Windsor Capital Management first reported a position in iShares Bloomberg Roll Select Commodity Strategy ETF in Q2 2022 and held it in 1 quarter.
  • Windsor Capital Management's iShares Bloomberg Roll Select Commodity Strategy ETF position peaked at $267K in Q2 2022.
  • 71 funds tracked by Wall St. Rank held iShares Bloomberg Roll Select Commodity Strategy ETF as of Q3 2022.

Based on Windsor Capital Management's 13F filing for Q3 2022, filed 3 Nov 2022.