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Chicago Partners Investment Group’s Invesco DB Oil Fund DBO Stock Holding History

Chicago Partners Investment Group’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-14,712
Closed -$143K – 323
2018
Q4 		$143K Hold
14,712
– – 0.02% 306
2018
Q3 		$183K Hold
14,712
– – 0.03% 318
2018
Q2 		$183K Hold
14,712
– – 0.03% 289
2018
Q1 		$164K Hold
14,712
– – 0.03% 281
2017
Q4 		$149K Hold
14,712
– – 0.02% 300
2017
Q3 		$129K Hold
14,712
– – 0.02% 313
2017
Q2 		$142K Hold
14,712
– – 0.04% 243
2017
Q1 		$129K Buy
+14,712
New +$134K 0.04% 228

Other funds holding DBO

GLI
Guardian Life Insurance New York $199K AUM
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Chicago Partners Investment Group's DBO Position: Q1 2019 in Review

Chicago Partners Investment Group sold out of Invesco DB Oil Fund (DBO) in Q1 2019, closing a stake of 14,712 shares — an estimated $143K sold.

Chicago Partners Investment Group first reported a position in DBO in Q1 2017 and held it in 8 quarters. The position peaked at $183K in Q3 2018. 49 funds tracked by Wall St. Rank hold DBO as of Q1 2019.

  • Chicago Partners Investment Group reported no remaining Invesco DB Oil Fund position as of Q1 2019 after selling out during the quarter.
  • Chicago Partners Investment Group sold 14,712 Invesco DB Oil Fund shares in Q1 2019, an estimated $143K.
  • Chicago Partners Investment Group first reported a position in Invesco DB Oil Fund in Q1 2017 and held it in 8 quarters.
  • Chicago Partners Investment Group's Invesco DB Oil Fund position peaked at $183K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2019.

Based on Chicago Partners Investment Group's 13F filing for Q1 2019, filed 22 Apr 2019.