Crewe Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Crewe 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 Q3	–	Sell	-1,000	Closed	-$10K	–	237
2019 Q2	$10K	Hold	1,000	–	–	﹤0.01%	211
2019 Q1	$11K	Hold	1,000	–	–	﹤0.01%	177
2018 Q4	$8K	Hold	1,000	–	–	﹤0.01%	186
2018 Q3	$13K	Hold	1,000	–	–	0.01%	187
2018 Q2	$12K	Hold	1,000	–	–	0.01%	201
2018 Q1	$11K	Hold	1,000	–	–	0.01%	217
2017 Q4	$10K	Buy	+1,000	New	+$9.38K	0.01%	221

Other funds holding DBO

GLI

Guardian Life Insurance New York $199K AUM

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

HFM

Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return

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

Crewe Advisors's DBO Position: Q3 2019 in Review

Crewe Advisors sold out of Invesco DB Oil Fund (DBO) in Q3 2019, closing a stake of 1,000 shares — an estimated $10K sold.

Crewe Advisors first reported a position in DBO in Q4 2017 and held it in 7 quarters. The position peaked at $13K in Q3 2018. 48 funds tracked by Wall St. Rank hold DBO as of Q3 2019.

Crewe Advisors reported no remaining Invesco DB Oil Fund position as of Q3 2019 after selling out during the quarter.
Crewe Advisors sold 1,000 Invesco DB Oil Fund shares in Q3 2019, an estimated $10K.
Crewe Advisors first reported a position in Invesco DB Oil Fund in Q4 2017 and held it in 7 quarters.
Crewe Advisors's Invesco DB Oil Fund position peaked at $13K in Q3 2018.
48 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2019.

Based on Crewe Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.