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Clear Perspective Advisors’s Invesco DB Base Metals Fund DBB Stock Holding History

Clear Perspective Advisors’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-301
Closed -$5K – 201
2018
Q2 		$5K Buy
+301
New +$5.63K ﹤0.01% 416
2018
Q1 		– Hold
0
– – – 399

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Clear Perspective Advisors's DBB Position: Q3 2018 in Review

Clear Perspective Advisors sold out of Invesco DB Base Metals Fund (DBB) in Q3 2018, closing a stake of 301 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in DBB in Q2 2018 and held it in 1 quarter. The position peaked at $5K in Q2 2018. 49 funds tracked by Wall St. Rank hold DBB as of Q3 2018.

  • Clear Perspective Advisors reported no remaining Invesco DB Base Metals Fund position as of Q3 2018 after selling out during the quarter.
  • Clear Perspective Advisors sold 301 Invesco DB Base Metals Fund shares in Q3 2018, an estimated $5K.
  • Clear Perspective Advisors first reported a position in Invesco DB Base Metals Fund in Q2 2018 and held it in 1 quarter.
  • Clear Perspective Advisors's Invesco DB Base Metals Fund position peaked at $5K in Q2 2018.
  • 49 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2018.

Based on Clear Perspective Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.