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EPG Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

EPG Wealth Management’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
Q2 		– Sell
-3,953
Closed -$44K – 268
2020
Q1 		$44K Sell
3,953
-462
-10% -$6.46K 0.03% 293
2019
Q4 		$70K Buy
+4,415
New +$68.5K 0.05% 189

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 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
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

EPG Wealth Management's DBC Position: Q2 2020 in Review

EPG Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2020, closing a stake of 3,953 shares — an estimated $44K sold.

EPG Wealth Management first reported a position in DBC in Q4 2019 and held it in 2 quarters. The position peaked at $70K in Q4 2019. 150 funds tracked by Wall St. Rank hold DBC as of Q2 2020.

  • EPG Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2020 after selling out during the quarter.
  • EPG Wealth Management sold 3,953 Invesco DB Commodity Index Tracking Fund shares in Q2 2020, an estimated $44K.
  • EPG Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2019 and held it in 2 quarters.
  • EPG Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $70K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2020.

Based on EPG Wealth Management's 13F filing for Q2 2020, filed 6 Aug 2020.