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Financial Advocates Investment Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Financial Advocates Investment 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
2018
Q4 		– Sell
-13,270
Closed -$238K – 438
2018
Q3 		$238K Sell
13,270
-2,190
-14% -$37.7K 0.03% 442
2018
Q2 		$273K Buy
+15,460
New +$272K 0.03% 392

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
Cabana LLC Fayetteville, Arkansas $13.3M AUM 22.26% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Financial Advocates Investment Management's DBC Position: Q4 2018 in Review

Financial Advocates Investment Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2018, closing a stake of 13,270 shares — an estimated $238K sold.

Financial Advocates Investment Management first reported a position in DBC in Q2 2018 and held it in 2 quarters. The position peaked at $273K in Q2 2018. 211 funds tracked by Wall St. Rank hold DBC as of Q4 2018.

  • Financial Advocates Investment Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2018 after selling out during the quarter.
  • Financial Advocates Investment Management sold 13,270 Invesco DB Commodity Index Tracking Fund shares in Q4 2018, an estimated $238K.
  • Financial Advocates Investment Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2018 and held it in 2 quarters.
  • Financial Advocates Investment Management's Invesco DB Commodity Index Tracking Fund position peaked at $273K in Q2 2018.
  • 211 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2018.

Based on Financial Advocates Investment Management's 13F filing for Q4 2018, filed 14 Feb 2019.