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WMS Partners’s US Commodity Index USCI Stock Holding History

WMS Partners’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
2021
Q4 		– Sell
-5,000
Closed -$204K – 275
2021
Q3 		$204K Hold
5,000
– – 0.03% 257
2021
Q2 		$202K Sell
5,000
-5,000
-50% -$197K 0.03% 248
2021
Q1 		$357K Hold
10,000
– – 0.08% 155
2020
Q4 		$327K Hold
10,000
– – 0.06% 178
2020
Q3 		$297K Buy
+10,000
New +$291K 0.06% 174

Other funds holding USCI

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NC
NewSquare Capital Newtown Square, Pennsylvania $1.15B AUM 24.78% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
CCWA
CLA (CliftonLarsonAllen) Wealth Advisors Minneapolis, Minnesota $7.61B AUM 16.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WMS Partners's USCI Position: Q4 2021 in Review

WMS Partners sold out of US Commodity Index (USCI) in Q4 2021, closing a stake of 5,000 shares — an estimated $204K sold.

WMS Partners first reported a position in USCI in Q3 2020 and held it in 5 quarters. The position peaked at $357K in Q1 2021. 52 funds tracked by Wall St. Rank hold USCI as of Q4 2021.

  • WMS Partners reported no remaining US Commodity Index position as of Q4 2021 after selling out during the quarter.
  • WMS Partners sold 5,000 US Commodity Index shares in Q4 2021, an estimated $204K.
  • WMS Partners first reported a position in US Commodity Index in Q3 2020 and held it in 5 quarters.
  • WMS Partners's US Commodity Index position peaked at $357K in Q1 2021.
  • 52 funds tracked by Wall St. Rank held US Commodity Index as of Q4 2021.

Based on WMS Partners's 13F filing for Q4 2021, filed 14 Feb 2022.