Clear Perspective Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Clear Perspective Advisors’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-268	Closed	-$5K	–	202
2018 Q2	$5K	Hold	268	–	–	﹤0.01%	417
2018 Q1	$4K	Buy	+268	New	+$3.96K	﹤0.01%	409

Other funds holding DBE

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

CIM

Cambria Investment Management Manhattan Beach, California $1.79B AUM 28.1% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

DWA

Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Clear Perspective Advisors sold out of Invesco DB Energy Fund (DBE) in Q3 2018, closing a stake of 268 shares — an estimated $5K sold.

Clear Perspective Advisors first reported a position in DBE in Q1 2018 and held it in 2 quarters. The position peaked at $5K in Q2 2018. 50 funds tracked by Wall St. Rank hold DBE as of Q3 2018.

Clear Perspective Advisors reported no remaining Invesco DB Energy Fund position as of Q3 2018 after selling out during the quarter.
Clear Perspective Advisors sold 268 Invesco DB Energy Fund shares in Q3 2018, an estimated $5K.
Clear Perspective Advisors first reported a position in Invesco DB Energy Fund in Q1 2018 and held it in 2 quarters.
Clear Perspective Advisors's Invesco DB Energy Fund position peaked at $5K in Q2 2018.
50 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q3 2018.

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