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Creative Financial Designs’s Invesco DB Oil Fund DBO Stock Holding History

Creative Financial Designs’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
2017
Q2 		– Sell
-796
Closed -$7K – 768
2017
Q1 		$7K Hold
796
– – 0.01% 440
2016
Q4 		$8K Buy
+796
New +$7.19K 0.01% 416

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $7.59B AUM 23.44% 1-Year Est. Return

Creative Financial Designs's DBO Position: Q2 2017 in Review

Creative Financial Designs sold out of Invesco DB Oil Fund (DBO) in Q2 2017, closing a stake of 796 shares — an estimated $7K sold.

Creative Financial Designs first reported a position in DBO in Q4 2016 and held it in 2 quarters. The position peaked at $8K in Q4 2016. 52 funds tracked by Wall St. Rank hold DBO as of Q2 2017.

  • Creative Financial Designs reported no remaining Invesco DB Oil Fund position as of Q2 2017 after selling out during the quarter.
  • Creative Financial Designs sold 796 Invesco DB Oil Fund shares in Q2 2017, an estimated $7K.
  • Creative Financial Designs first reported a position in Invesco DB Oil Fund in Q4 2016 and held it in 2 quarters.
  • Creative Financial Designs's Invesco DB Oil Fund position peaked at $8K in Q4 2016.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q2 2017.

Based on Creative Financial Designs's 13F filing for Q2 2017, filed 2 May 2018.