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Baldwin Investment Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Baldwin Investment Management’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-10,270
Closed -$162K – 167
2019
Q2 		$162K Hold
10,270
– – 0.05% 164
2019
Q1 		$163K Hold
10,270
– – 0.05% 164
2018
Q4 		$149K Hold
10,270
– – 0.05% 156
2018
Q3 		$185K Buy
+10,270
New +$177K 0.05% 168

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Baldwin Investment Management's DBC Position: Q3 2019 in Review

Baldwin Investment Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2019, closing a stake of 10,270 shares — an estimated $162K sold.

Baldwin Investment Management first reported a position in DBC in Q3 2018 and held it in 4 quarters. The position peaked at $185K in Q3 2018. 181 funds tracked by Wall St. Rank hold DBC as of Q3 2019.

  • Baldwin Investment Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2019 after selling out during the quarter.
  • Baldwin Investment Management sold 10,270 Invesco DB Commodity Index Tracking Fund shares in Q3 2019, an estimated $162K.
  • Baldwin Investment Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2018 and held it in 4 quarters.
  • Baldwin Investment Management's Invesco DB Commodity Index Tracking Fund position peaked at $185K in Q3 2018.
  • 181 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2019.

Based on Baldwin Investment Management's 13F filing for Q3 2019, filed 13 Nov 2019.