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Fusion Investment Group’s Invesco DB Energy Fund DBE Stock Holding History

Fusion Investment Group’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-572
Closed -$15K – 123
2014
Q3 		$15K Buy
572
+226
+65% +$6.47K 0.01% 154
2014
Q2 		$11K Buy
346
+55
+19% +$1.65K 0.01% 183
2014
Q1 		$9K Buy
291
+191
+191% +$5.51K 0.01% 198
2013
Q4 		$3K Buy
+100
New +$2.85K ﹤0.01% 229

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
GF
Gerstein Fisher New York $811M AUM 13.96% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $1.82B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fusion Investment Group's DBE Position: Q4 2014 in Review

Fusion Investment Group sold out of Invesco DB Energy Fund (DBE) in Q4 2014, closing a stake of 572 shares — an estimated $15K sold.

Fusion Investment Group first reported a position in DBE in Q4 2013 and held it in 4 quarters. The position peaked at $15K in Q3 2014. 34 funds tracked by Wall St. Rank hold DBE as of Q4 2014.

  • Fusion Investment Group reported no remaining Invesco DB Energy Fund position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 572 Invesco DB Energy Fund shares in Q4 2014, an estimated $15K.
  • Fusion Investment Group first reported a position in Invesco DB Energy Fund in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's Invesco DB Energy Fund position peaked at $15K in Q3 2014.
  • 34 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.