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Aldebaran Financial’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Aldebaran Financial’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
2014
Q4 		– Sell
-9,600
Closed -$223K – 112
2014
Q3 		$223K Buy
+9,600
New +$240K 0.2% 103

Other funds holding DBC

WIM
Windhaven Investment Management Boston, Massachusetts $7.79B AUM 7.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FEG
Fund Evaluation Group Cincinnati, Ohio $3.25B AUM 14.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
WCM
Windham Capital Management Boston, Massachusetts $128M AUM 12.44% 1-Year Est. Return

Aldebaran Financial's DBC Position: Q4 2014 in Review

Aldebaran Financial sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2014, closing a stake of 9,600 shares — an estimated $223K sold.

Aldebaran Financial first reported a position in DBC in Q3 2014 and held it in 1 quarter. The position peaked at $223K in Q3 2014. 225 funds tracked by Wall St. Rank hold DBC as of Q4 2014.

  • Aldebaran Financial reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2014 after selling out during the quarter.
  • Aldebaran Financial sold 9,600 Invesco DB Commodity Index Tracking Fund shares in Q4 2014, an estimated $223K.
  • Aldebaran Financial first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2014 and held it in 1 quarter.
  • Aldebaran Financial's Invesco DB Commodity Index Tracking Fund position peaked at $223K in Q3 2014.
  • 225 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2014.

Based on Aldebaran Financial's 13F filing for Q4 2014, filed 13 Feb 2015.