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Acorn Wealth Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Acorn Wealth Advisors’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-634
Closed -$7K – 586
2018
Q1 		$7K Hold
634
– – 0.01% 566
2017
Q4 		$7K Buy
+634
New +$5.95K 0.01% 539

Other funds holding DBO

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Guardian Life Insurance New York $199K AUM
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ACM
Arlington Capital Management Arlington Heights, Illinois $177M AUM 44.15% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Acorn Wealth Advisors's DBO Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Invesco DB Oil Fund (DBO) in Q2 2018, closing a stake of 634 shares — an estimated $7K sold.

Acorn Wealth Advisors first reported a position in DBO in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q1 2018. 62 funds tracked by Wall St. Rank hold DBO as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Invesco DB Oil Fund position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 634 Invesco DB Oil Fund shares in Q2 2018, an estimated $7K.
  • Acorn Wealth Advisors first reported a position in Invesco DB Oil Fund in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Invesco DB Oil Fund position peaked at $7K in Q1 2018.
  • 62 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.