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Camarda Financial Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Camarda Financial Advisors’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
2014
Q1 		– Sell
-1,919
Closed -$56K – 209
2013
Q4 		$56K Buy
+1,919
New +$54.7K 0.05% 97
2013
Q3 		– Sell
-5,527
Closed -$150K – 125
2013
Q2 		$150K Buy
+5,527
New +$154K 0.14% 78

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Camarda Financial Advisors's DBE Position: Q1 2014 in Review

Camarda Financial Advisors sold out of Invesco DB Energy Fund (DBE) in Q1 2014, closing a stake of 1,919 shares — an estimated $56K sold.

Camarda Financial Advisors first reported a position in DBE in Q2 2013 and held it in 2 quarters. The position peaked at $150K in Q2 2013. 42 funds tracked by Wall St. Rank hold DBE as of Q1 2014.

  • Camarda Financial Advisors reported no remaining Invesco DB Energy Fund position as of Q1 2014 after selling out during the quarter.
  • Camarda Financial Advisors sold 1,919 Invesco DB Energy Fund shares in Q1 2014, an estimated $56K.
  • Camarda Financial Advisors first reported a position in Invesco DB Energy Fund in Q2 2013 and held it in 2 quarters.
  • Camarda Financial Advisors's Invesco DB Energy Fund position peaked at $150K in Q2 2013.
  • 42 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2014.

Based on Camarda Financial Advisors's 13F filing for Q1 2014, filed 15 May 2014.