FIG
DBP icon

Fusion Investment Group’s Invesco DB Precious Metals Fund DBP Stock Holding History

Fusion Investment Group’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-318
Closed -$12K – 124
2014
Q3 		$12K Hold
318
– – 0.01% 164
2014
Q2 		$14K Buy
318
+13
+4% +$539 0.01% 176
2014
Q1 		$13K Buy
305
+246
+417% +$10.3K 0.01% 178
2013
Q4 		$2K Buy
+59
New +$2.46K ﹤0.01% 234

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

Fusion Investment Group sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2014, closing a stake of 318 shares — an estimated $12K sold.

Fusion Investment Group first reported a position in DBP in Q4 2013 and held it in 4 quarters. The position peaked at $14K in Q2 2014. 36 funds tracked by Wall St. Rank hold DBP as of Q4 2014.

  • Fusion Investment Group reported no remaining Invesco DB Precious Metals Fund position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 318 Invesco DB Precious Metals Fund shares in Q4 2014, an estimated $12K.
  • Fusion Investment Group first reported a position in Invesco DB Precious Metals Fund in Q4 2013 and held it in 4 quarters.
  • Fusion Investment Group's Invesco DB Precious Metals Fund position peaked at $14K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2014.

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