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Acorn Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Acorn Wealth Advisors’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,820
Closed -$32K – 180
2018
Q2 		$32K Hold
1,820
– – 0.03% 334
2018
Q1 		$32K Hold
1,820
– – 0.03% 329
2017
Q4 		$30K Buy
+1,820
New +$29.1K 0.03% 325

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PCP
Proficio Capital Partners Newton, Massachusetts $2.79B AUM 27.93% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return

Acorn Wealth Advisors's DBC Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2018, closing a stake of 1,820 shares — an estimated $32K sold.

Acorn Wealth Advisors first reported a position in DBC in Q4 2017 and held it in 3 quarters. The position peaked at $32K in Q2 2018. 220 funds tracked by Wall St. Rank hold DBC as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,820 Invesco DB Commodity Index Tracking Fund shares in Q3 2018, an estimated $32K.
  • Acorn Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $32K in Q2 2018.
  • 220 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.