Atwood & Palmer’s Invesco DB Oil Fund DBO Stock Holding History

Atwood & Palmer’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
2016 Q1	–	Sell	-70	Closed	-$1K	–	334
2015 Q4	$1K	Sell	70 -933	-93%	-$9.9K	﹤0.01%	390
2015 Q3	$11K	Buy	1,003 +933	+1,333%	+$11.1K	﹤0.01%	323
2015 Q2	$1K	Hold	70	–	–	﹤0.01%	362
2015 Q1	$1K	Hold	70	–	–	﹤0.01%	319
2014 Q4	$2K	Sell	70 -2,600	-97%	-$56.5K	﹤0.01%	362
2014 Q3	$72K	Buy	2,670 +1,900	+247%	+$54.4K	0.01%	183
2014 Q2	$24K	Buy	+770	New	+$22.6K	0.01%	225

Other funds holding DBO

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

EDRH

Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atwood & Palmer's DBO Position: Q1 2016 in Review

Atwood & Palmer sold out of Invesco DB Oil Fund (DBO) in Q1 2016, closing a stake of 70 shares — an estimated $1K sold.

Atwood & Palmer first reported a position in DBO in Q2 2014 and held it in 7 quarters. The position peaked at $72K in Q3 2014. 49 funds tracked by Wall St. Rank hold DBO as of Q1 2016.

Atwood & Palmer reported no remaining Invesco DB Oil Fund position as of Q1 2016 after selling out during the quarter.
Atwood & Palmer sold 70 Invesco DB Oil Fund shares in Q1 2016, an estimated $1K.
Atwood & Palmer first reported a position in Invesco DB Oil Fund in Q2 2014 and held it in 7 quarters.
Atwood & Palmer's Invesco DB Oil Fund position peaked at $72K in Q3 2014.
49 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2016.

Based on Atwood & Palmer's 13F filing for Q1 2016, filed 28 Apr 2016.