B. Riley Wealth Management’s Invesco DB Oil Fund DBO Stock Holding History

B. Riley Wealth Management’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
2019 Q1	–	Sell	-17,304	Closed	-$147K	–	406
2018 Q4	$147K	Hold	17,304	–	–	0.03%	316
2018 Q3	$233K	Buy	+17,304	New	+$214K	0.06%	260
2015 Q3	–	Sell	-1,000	Closed	-$14K	–	269
2015 Q2	$14K	Hold	1,000	–	–	0.01%	672
2015 Q1	$13K	Sell	1,000 -75	-7%	-$1.05K	0.01%	706
2014 Q4	$16K	Buy	1,075 +1,000	+1,333%	+$21.7K	0.01%	640
2014 Q3	$2K	Hold	75	–	–	﹤0.01%	980
2014 Q2	$2K	Buy	+75	New	+$2.2K	﹤0.01%	1027

Other funds holding DBO

GLI

Guardian Life Insurance New York $199K AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

B. Riley Wealth Management's DBO Position: Q1 2019 in Review

B. Riley Wealth Management sold out of Invesco DB Oil Fund (DBO) in Q1 2019, closing a stake of 17,304 shares — an estimated $147K sold.

B. Riley Wealth Management first reported a position in DBO in Q2 2014 and held it in 7 quarters. The position peaked at $233K in Q3 2018. 49 funds tracked by Wall St. Rank hold DBO as of Q1 2019.

B. Riley Wealth Management reported no remaining Invesco DB Oil Fund position as of Q1 2019 after selling out during the quarter.
B. Riley Wealth Management sold 17,304 Invesco DB Oil Fund shares in Q1 2019, an estimated $147K.
B. Riley Wealth Management first reported a position in Invesco DB Oil Fund in Q2 2014 and held it in 7 quarters.
B. Riley Wealth Management's Invesco DB Oil Fund position peaked at $233K in Q3 2018.
49 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2019.

Based on B. Riley Wealth Management's 13F filing for Q1 2019, filed 17 May 2019.