CFA
DBA icon

CT Financial Advisors’s Invesco DB Agriculture Fund DBA Stock Holding History

CT Financial Advisors’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		$11.6K Hold
585
– – 0.01% 421
2016
Q4 		$11.7K Hold
585
– – 0.01% 414
2016
Q3 		$11.7K Sell
585
-5,558
-90% -$115K 0.01% 411
2016
Q2 		$136K Hold
6,143
– – 0.08% 173
2016
Q1 		$127K Sell
6,143
-502
-8% -$10.2K 0.07% 191
2015
Q4 		$137K Sell
6,645
-300
-4% -$6.24K 0.08% 180
2015
Q3 		$145K Hold
6,945
– – 0.09% 169
2015
Q2 		$162K Hold
6,945
– – 0.09% 171
2015
Q1 		$154K Hold
6,945
– – 0.09% 181
2014
Q4 		$173K Buy
+6,945
New +$178K 0.13% 126
2014
Q1 		$154K Buy
+6,945
New +$182K 0.09% 181

Other funds holding DBA

GLI
Guardian Life Insurance New York $199K AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return