Cascadia Advisory Services’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Cascadia Advisory Services’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 Q4	$320K	Buy	+20,057	New	+$311K	0.09%	166

Other funds holding DBC

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

JPC

Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cascadia Advisory Services's DBC Position: Q4 2019 in Review

Cascadia Advisory Services opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2019: 20,057 shares worth $320K. The stake represents 0.09% of the portfolio and ranks #166 among its holdings.

188 funds tracked by Wall St. Rank hold DBC as of Q4 2019.

Cascadia Advisory Services held 20,057 shares of Invesco DB Commodity Index Tracking Fund worth $320K as of Q4 2019.
Invesco DB Commodity Index Tracking Fund was a new Cascadia Advisory Services position in Q4 2019.
Invesco DB Commodity Index Tracking Fund made up 0.09% of Cascadia Advisory Services's portfolio in Q4 2019, its #166 holding.
188 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2019.

Based on Cascadia Advisory Services's 13F filing for Q4 2019, filed 11 Feb 2020.