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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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USAA
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QA
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RJA
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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.