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First Heartland Consultants’s Invesco DB Oil Fund DBO Stock Holding History

First Heartland Consultants’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
2013
Q3 		– Sell
-1,350
Closed -$35K – 236
2013
Q2 		$35K Buy
+1,350
New +$35.1K 0.02% 285

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LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

First Heartland Consultants's DBO Position: Q3 2013 in Review

First Heartland Consultants sold out of Invesco DB Oil Fund (DBO) in Q3 2013, closing a stake of 1,350 shares — an estimated $35K sold.

First Heartland Consultants first reported a position in DBO in Q2 2013 and held it in 1 quarter. The position peaked at $35K in Q2 2013. 51 funds tracked by Wall St. Rank hold DBO as of Q3 2013.

  • First Heartland Consultants reported no remaining Invesco DB Oil Fund position as of Q3 2013 after selling out during the quarter.
  • First Heartland Consultants sold 1,350 Invesco DB Oil Fund shares in Q3 2013, an estimated $35K.
  • First Heartland Consultants first reported a position in Invesco DB Oil Fund in Q2 2013 and held it in 1 quarter.
  • First Heartland Consultants's Invesco DB Oil Fund position peaked at $35K in Q2 2013.
  • 51 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2013.

Based on First Heartland Consultants's 13F filing for Q3 2013, filed 14 Nov 2013.