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Aris Wealth Services’s Invesco DB Energy Fund DBE Stock Holding History

Aris Wealth Services’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-4,445
Closed -$77K – 409
2015
Q2 		$77K Hold
4,445
– – 0.07% 161
2015
Q1 		$71K Buy
+4,445
New +$72.2K 0.07% 173

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
QS Investors
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $126B AUM 27.87% 1-Year Est. Return
Guardian Life Insurance
Guardian Life Insurance New York $199K AUM
Evanston Advisors
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
IP
Investment Partners New Philadelphia, Ohio $648M AUM 20.17% 1-Year Est. Return
Virtu KCG Holdings
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return

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

Aris Wealth Services sold out of Invesco DB Energy Fund (DBE) in Q3 2015, closing a stake of 4,445 shares — an estimated $77K sold.

Aris Wealth Services first reported a position in DBE in Q1 2015 and held it in 2 quarters. The position peaked at $77K in Q2 2015. 35 funds tracked by Wall St. Rank hold DBE as of Q3 2015.

  • Aris Wealth Services reported no remaining Invesco DB Energy Fund position as of Q3 2015 after selling out during the quarter.
  • Aris Wealth Services sold 4,445 Invesco DB Energy Fund shares in Q3 2015, an estimated $77K.
  • Aris Wealth Services first reported a position in Invesco DB Energy Fund in Q1 2015 and held it in 2 quarters.
  • Aris Wealth Services's Invesco DB Energy Fund position peaked at $77K in Q2 2015.
  • 35 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2015.

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