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

Executive 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
2019
Q1 		– Sell
-2,019
Closed -$53K – 843
2018
Q4 		$53K Buy
+2,019
New +$33.1K 0.01% 266

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
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Executive Wealth Management's DBC Position: Q1 2019 in Review

Executive Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2019, closing a stake of 2,019 shares — an estimated $53K sold.

Executive Wealth Management first reported a position in DBC in Q4 2018 and held it in 1 quarter. The position peaked at $53K in Q4 2018. 199 funds tracked by Wall St. Rank hold DBC as of Q1 2019.

  • Executive Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 2,019 Invesco DB Commodity Index Tracking Fund shares in Q1 2019, an estimated $53K.
  • Executive Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $53K in Q4 2018.
  • 199 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.