EWM
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Executive Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Executive Wealth Management’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-7,085
Closed -$257K – 902
2019
Q1 		$257K Buy
7,085
+37
+0.5% +$1.36K 0.05% 134
2018
Q4 		$256K Buy
+7,048
New +$248K 0.05% 132

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
FTS
Fifth Third Securities Cincinnati, Ohio $1.75B AUM 21.97% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return

Executive Wealth Management's DBP Position: Q2 2019 in Review

Executive Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q2 2019, closing a stake of 7,085 shares — an estimated $257K sold.

Executive Wealth Management first reported a position in DBP in Q4 2018 and held it in 2 quarters. The position peaked at $257K in Q1 2019. 37 funds tracked by Wall St. Rank hold DBP as of Q2 2019.

  • Executive Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q2 2019 after selling out during the quarter.
  • Executive Wealth Management sold 7,085 Invesco DB Precious Metals Fund shares in Q2 2019, an estimated $257K.
  • Executive Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q4 2018 and held it in 2 quarters.
  • Executive Wealth Management's Invesco DB Precious Metals Fund position peaked at $257K in Q1 2019.
  • 37 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q2 2019.

Based on Executive Wealth Management's 13F filing for Q2 2019, filed 1 Aug 2019.