CRC
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Curi RMB Capital’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Curi RMB Capital’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-15,493
Closed -$247K – 682
2019
Q4 		$247K Hold
15,493
– – 0.01% 588
2019
Q3 		$233K Buy
15,493
+444
+3% +$6.79K 0.01% 639
2019
Q2 		$237K Hold
15,049
– – 0.01% 667
2019
Q1 		$239K Hold
15,049
– – 0.01% 710
2018
Q4 		$218K Hold
15,049
– – 0.01% 814
2018
Q3 		$270K Hold
15,049
– – 0.01% 751
2018
Q2 		$266K Buy
+15,049
New +$265K 0.01% 756
2018
Q1 		– Sell
-118,398
Closed -$1.97M – 917
2017
Q4 		$1.97M Buy
+118,398
New +$1.89M 0.06% 382

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return