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Aris Wealth Services’s Invesco DB Base Metals Fund DBB Stock Holding History

Aris Wealth Services’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,150
Closed -$45K – 408
2015
Q2 		$45K Hold
3,150
– – 0.04% 225
2015
Q1 		$48K Buy
+3,150
New +$47.7K 0.04% 215

Other funds holding DBB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Aris Wealth Services's DBB Position: Q3 2015 in Review

Aris Wealth Services sold out of Invesco DB Base Metals Fund (DBB) in Q3 2015, closing a stake of 3,150 shares — an estimated $45K sold.

Aris Wealth Services first reported a position in DBB in Q1 2015 and held it in 2 quarters. The position peaked at $48K in Q1 2015. 37 funds tracked by Wall St. Rank hold DBB as of Q3 2015.

  • Aris Wealth Services reported no remaining Invesco DB Base Metals Fund position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 3,150 Invesco DB Base Metals Fund shares in Q3 2015, an estimated $45K.
  • Aris Wealth Services first reported a position in Invesco DB Base Metals Fund in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Invesco DB Base Metals Fund position peaked at $48K in Q1 2015.
  • 37 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2015.

Based on Aris Wealth Services's 13F filing for Q3 2015, filed 10 Nov 2015.