FFS
DGL

Founders Financial Securities’s Invesco DB Gold Fund DGL Stock Holding History

Founders Financial Securities’s Portfolio DGL Stock Details DGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,319
Closed -$208K – 84
2015
Q1 		$208K Buy
+5,319
New +$214K 0.11% 58

Other funds holding DGL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return

Founders Financial Securities's DGL Position: Q2 2015 in Review

Founders Financial Securities sold out of Invesco DB Gold Fund (DGL) in Q2 2015, closing a stake of 5,319 shares — an estimated $208K sold.

Founders Financial Securities first reported a position in DGL in Q1 2015 and held it in 1 quarter. The position peaked at $208K in Q1 2015. 28 funds tracked by Wall St. Rank hold DGL as of Q2 2015.

  • Founders Financial Securities reported no remaining Invesco DB Gold Fund position as of Q2 2015 after selling out during the quarter.
  • Founders Financial Securities sold 5,319 Invesco DB Gold Fund shares in Q2 2015, an estimated $208K.
  • Founders Financial Securities first reported a position in Invesco DB Gold Fund in Q1 2015 and held it in 1 quarter.
  • Founders Financial Securities's Invesco DB Gold Fund position peaked at $208K in Q1 2015.
  • 28 funds tracked by Wall St. Rank held Invesco DB Gold Fund as of Q2 2015.

Based on Founders Financial Securities's 13F filing for Q2 2015, filed 7 Jul 2015.