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Clarus Wealth Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Clarus Wealth Advisors’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
-18
Closed – – 693
2018
Q4 		$0 Sell
18
-1,140
-98% -$12.6K ﹤0.01% 676
2018
Q3 		$16K Hold
1,158
– – 0.01% 468
2018
Q2 		$13K Buy
+1,158
New +$13.7K 0.01% 486

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 $67.7B AUM 51.91% 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

Clarus Wealth Advisors's DBO Position: Q1 2019 in Review

Clarus Wealth Advisors sold out of Invesco DB Oil Fund (DBO) in Q1 2019, closing a stake of 18 shares.

Clarus Wealth Advisors first reported a position in DBO in Q2 2018 and held it in 3 quarters. The position peaked at $16K in Q3 2018. 49 funds tracked by Wall St. Rank hold DBO as of Q1 2019.

  • Clarus Wealth Advisors reported no remaining Invesco DB Oil Fund position as of Q1 2019 after selling out during the quarter.
  • Clarus Wealth Advisors sold 18 Invesco DB Oil Fund shares in Q1 2019.
  • Clarus Wealth Advisors first reported a position in Invesco DB Oil Fund in Q2 2018 and held it in 3 quarters.
  • Clarus Wealth Advisors's Invesco DB Oil Fund position peaked at $16K in Q3 2018.
  • 49 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2019.

Based on Clarus Wealth Advisors's 13F filing for Q1 2019, filed 4 Apr 2019.