B. Riley Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

B. Riley Wealth Management’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
2018 Q4	–	Sell	-10,853	Closed	-$197K	–	360
2018 Q3	$197K	Buy	+10,853	New	+$182K	0.05%	287
2015 Q1	–	Sell	-70	Closed	-$1K	–	1032
2014 Q4	$1K	Hold	70	–	–	﹤0.01%	974
2014 Q3	$1K	Hold	70	–	–	﹤0.01%	1026
2014 Q2	$2K	Buy	+70	New	+$2.09K	﹤0.01%	1026

Other funds holding DBE

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

FTUS

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

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

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

B. Riley Wealth Management's DBE Position: Q4 2018 in Review

B. Riley Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q4 2018, closing a stake of 10,853 shares — an estimated $197K sold.

B. Riley Wealth Management first reported a position in DBE in Q2 2014 and held it in 4 quarters. The position peaked at $197K in Q3 2018. 40 funds tracked by Wall St. Rank hold DBE as of Q4 2018.

B. Riley Wealth Management reported no remaining Invesco DB Energy Fund position as of Q4 2018 after selling out during the quarter.
B. Riley Wealth Management sold 10,853 Invesco DB Energy Fund shares in Q4 2018, an estimated $197K.
B. Riley Wealth Management first reported a position in Invesco DB Energy Fund in Q2 2014 and held it in 4 quarters.
B. Riley Wealth Management's Invesco DB Energy Fund position peaked at $197K in Q3 2018.
40 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2018.

Based on B. Riley Wealth Management's 13F filing for Q4 2018, filed 19 Feb 2019.