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Financial Gravity Asset Management’s Invesco DB Oil Fund DBO Stock Holding History

Financial Gravity Asset Management’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$33K Buy
3,096
+1,306
+73% +$13.1K 0.02% 826
2019
Q3 		$17K Sell
1,790
-1,508
-46% -$14.8K 0.01% 495
2019
Q2 		$33K Buy
3,298
+2,362
+252% +$24.5K 0.03% 397
2019
Q1 		$10K Buy
+936
New +$9.36K 0.01% 550

Other funds holding DBO

PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Financial Gravity Asset Management's DBO Position: Q4 2019 in Review

Financial Gravity Asset Management increased its Invesco DB Oil Fund (DBO) stake by 73% in Q4 2019, buying an estimated $13.1K and bringing the position to 3,096 shares worth $33K. The position accounts for 0.02% of the portfolio, ranked #826.

Financial Gravity Asset Management first reported a position in DBO in Q1 2019 and has held it in 4 quarters since. 48 funds tracked by Wall St. Rank hold DBO as of Q4 2019.

  • Financial Gravity Asset Management held 3,096 shares of Invesco DB Oil Fund worth $33K as of Q4 2019.
  • Financial Gravity Asset Management bought 1,306 Invesco DB Oil Fund shares in Q4 2019, an estimated $13.1K.
  • Invesco DB Oil Fund made up 0.02% of Financial Gravity Asset Management's portfolio in Q4 2019, its #826 holding.
  • Financial Gravity Asset Management first reported a position in Invesco DB Oil Fund in Q1 2019 and has held it in 4 quarters since.
  • 48 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.