BAIA
DBA icon

Bel Air Investment Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

Bel Air Investment Advisors’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-14,475
Closed -$360K – 110
2013
Q2 		$360K Buy
+14,475
New +$372K 0.05% 93

Other funds holding DBA

GLI
Guardian Life Insurance New York $199K AUM
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Mitsubishi UFJ Trust & Banking
Mitsubishi UFJ Trust & Banking Tokyo, Japan $40.6B AUM 25.18% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Bel Air Investment Advisors's DBA Position: Q3 2013 in Review

Bel Air Investment Advisors sold out of Invesco DB Agriculture Fund (DBA) in Q3 2013, closing a stake of 14,475 shares — an estimated $360K sold.

Bel Air Investment Advisors first reported a position in DBA in Q2 2013 and held it in 1 quarter. The position peaked at $360K in Q2 2013. 109 funds tracked by Wall St. Rank hold DBA as of Q3 2013.

  • Bel Air Investment Advisors reported no remaining Invesco DB Agriculture Fund position as of Q3 2013 after selling out during the quarter.
  • Bel Air Investment Advisors sold 14,475 Invesco DB Agriculture Fund shares in Q3 2013, an estimated $360K.
  • Bel Air Investment Advisors first reported a position in Invesco DB Agriculture Fund in Q2 2013 and held it in 1 quarter.
  • Bel Air Investment Advisors's Invesco DB Agriculture Fund position peaked at $360K in Q2 2013.
  • 109 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2013.

Based on Bel Air Investment Advisors's 13F filing for Q3 2013, filed 12 Nov 2013.