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Financial Architects (New Jersey)’s Invesco DB Base Metals Fund DBB Stock Holding History

Financial Architects (New Jersey)’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-156
Closed -$3K – 249
2013
Q3 		$3K Buy
+156
New +$2.6K ﹤0.01% 643

Other funds holding DBB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
HSBC Holdings
HSBC Holdings London, United Kingdom $192B AUM 27.2% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
QA
Quintium Advisors Knoxville, Tennessee $160M AUM 2.85% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return

Financial Architects (New Jersey)'s DBB Position: Q4 2013 in Review

Financial Architects (New Jersey) sold out of Invesco DB Base Metals Fund (DBB) in Q4 2013, closing a stake of 156 shares — an estimated $3K sold.

Financial Architects (New Jersey) first reported a position in DBB in Q3 2013 and held it in 1 quarter. The position peaked at $3K in Q3 2013. 48 funds tracked by Wall St. Rank hold DBB as of Q4 2013.

  • Financial Architects (New Jersey) reported no remaining Invesco DB Base Metals Fund position as of Q4 2013 after selling out during the quarter.
  • Financial Architects (New Jersey) sold 156 Invesco DB Base Metals Fund shares in Q4 2013, an estimated $3K.
  • Financial Architects (New Jersey) first reported a position in Invesco DB Base Metals Fund in Q3 2013 and held it in 1 quarter.
  • Financial Architects (New Jersey)'s Invesco DB Base Metals Fund position peaked at $3K in Q3 2013.
  • 48 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2013.

Based on Financial Architects (New Jersey)'s 13F filing for Q4 2013, filed 7 Feb 2014.