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Founders Financial Securities’s Invesco DB Oil Fund DBO Stock Holding History

Founders Financial Securities’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
2014
Q4 		– Sell
-11,905
Closed -$323K – 78
2014
Q3 		$323K Buy
11,905
+430
+4% +$12.3K 0.21% 42
2014
Q2 		$353K Sell
11,475
-1,115
-9% -$32.8K 0.24% 41
2014
Q1 		$360 Buy
+12,590
New +$348K 0.24% 45

Other funds holding DBO

GLI
Guardian Life Insurance New York $199K AUM
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Founders Financial Securities's DBO Position: Q4 2014 in Review

Founders Financial Securities sold out of Invesco DB Oil Fund (DBO) in Q4 2014, closing a stake of 11,905 shares — an estimated $323K sold.

Founders Financial Securities first reported a position in DBO in Q1 2014 and held it in 3 quarters. The position peaked at $353K in Q2 2014. 46 funds tracked by Wall St. Rank hold DBO as of Q4 2014.

  • Founders Financial Securities reported no remaining Invesco DB Oil Fund position as of Q4 2014 after selling out during the quarter.
  • Founders Financial Securities sold 11,905 Invesco DB Oil Fund shares in Q4 2014, an estimated $323K.
  • Founders Financial Securities first reported a position in Invesco DB Oil Fund in Q1 2014 and held it in 3 quarters.
  • Founders Financial Securities's Invesco DB Oil Fund position peaked at $353K in Q2 2014.
  • 46 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2014.

Based on Founders Financial Securities's 13F filing for Q4 2014, filed 21 Jan 2015.