Clarfeld Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Clarfeld Financial Advisors’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
2018 Q4	$82K	Buy	+5,584	New	+$91.7K	0.07%	77

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

JPC

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Clarfeld Financial Advisors's DBC Position: Q4 2018 in Review

Clarfeld Financial Advisors opened a new position in Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2018: 5,584 shares worth $82K. The stake represents 0.07% of the portfolio and ranks #77 among its holdings.

211 funds tracked by Wall St. Rank hold DBC as of Q4 2018.

Clarfeld Financial Advisors held 5,584 shares of Invesco DB Commodity Index Tracking Fund worth $82K as of Q4 2018.
Invesco DB Commodity Index Tracking Fund was a new Clarfeld Financial Advisors position in Q4 2018.
Invesco DB Commodity Index Tracking Fund made up 0.07% of Clarfeld Financial Advisors's portfolio in Q4 2018, its #77 holding.
211 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2018.

Based on Clarfeld Financial Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.