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Cedar Brook Financial Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Cedar Brook Financial Partners’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 		– Sell
-11,664
Closed -$178K – 299
2019
Q3 		$178K Hold
11,664
– – 0.08% 290
2019
Q2 		$185K Sell
11,664
-253
-2% -$3.99K 0.09% 285
2019
Q1 		$189K Buy
11,917
+121
+1% +$1.89K 0.09% 275
2018
Q4 		$171K Buy
+11,796
New +$194K 0.1% 229

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
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
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Cedar Brook Financial Partners's DBC Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2019, closing a stake of 11,664 shares — an estimated $178K sold.

Cedar Brook Financial Partners first reported a position in DBC in Q4 2018 and held it in 4 quarters. The position peaked at $189K in Q1 2019. 188 funds tracked by Wall St. Rank hold DBC as of Q4 2019.

  • Cedar Brook Financial Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2019 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 11,664 Invesco DB Commodity Index Tracking Fund shares in Q4 2019, an estimated $178K.
  • Cedar Brook Financial Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2018 and held it in 4 quarters.
  • Cedar Brook Financial Partners's Invesco DB Commodity Index Tracking Fund position peaked at $189K in Q1 2019.
  • 188 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.