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Archford Capital Strategies’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Archford Capital Strategies’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
2019
Q1 		– Sell
-2,200
Closed -$32K – 525
2018
Q4 		$32K Hold
2,200
– – 0.01% 287
2018
Q3 		$40K Hold
2,200
– – 0.01% 306
2018
Q2 		$39K Buy
+2,200
New +$38.7K 0.01% 311
2014
Q2 		– Sell
-1,200
Closed -$31.3K – 912
2014
Q1 		$31.3K Buy
+1,200
New +$30.7K 0.03% 265

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Archford Capital Strategies's DBC Position: Q1 2019 in Review

Archford Capital Strategies sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2019, closing a stake of 2,200 shares — an estimated $32K sold.

Archford Capital Strategies first reported a position in DBC in Q1 2014 and held it in 4 quarters. The position peaked at $40K in Q3 2018. 199 funds tracked by Wall St. Rank hold DBC as of Q1 2019.

  • Archford Capital Strategies reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2019 after selling out during the quarter.
  • Archford Capital Strategies sold 2,200 Invesco DB Commodity Index Tracking Fund shares in Q1 2019, an estimated $32K.
  • Archford Capital Strategies first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2014 and held it in 4 quarters.
  • Archford Capital Strategies's Invesco DB Commodity Index Tracking Fund position peaked at $40K in Q3 2018.
  • 199 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2019.

Based on Archford Capital Strategies's 13F filing for Q1 2019, filed 13 May 2019.