GI
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Gradient Investments’s Invesco DB Precious Metals Fund DBP Stock Holding History

Gradient Investments’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
Q3 		– Sell
-320
Closed -$14K – 495
2014
Q2 		$14K Hold
320
– – ﹤0.01% 321
2014
Q1 		$13K Hold
320
– – ﹤0.01% 324
2013
Q4 		$13K Hold
320
– – ﹤0.01% 351
2013
Q3 		$14K Hold
320
– – ﹤0.01% 259
2013
Q2 		$13K Buy
+320
New +$15K ﹤0.01% 251

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Gradient Investments's DBP Position: Q3 2014 in Review

Gradient Investments sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2014, closing a stake of 320 shares — an estimated $14K sold.

Gradient Investments first reported a position in DBP in Q2 2013 and held it in 5 quarters. The position peaked at $14K in Q2 2014. 37 funds tracked by Wall St. Rank hold DBP as of Q3 2014.

  • Gradient Investments reported no remaining Invesco DB Precious Metals Fund position as of Q3 2014 after selling out during the quarter.
  • Gradient Investments sold 320 Invesco DB Precious Metals Fund shares in Q3 2014, an estimated $14K.
  • Gradient Investments first reported a position in Invesco DB Precious Metals Fund in Q2 2013 and held it in 5 quarters.
  • Gradient Investments's Invesco DB Precious Metals Fund position peaked at $14K in Q2 2014.
  • 37 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2014.

Based on Gradient Investments's 13F filing for Q3 2014, filed 14 Oct 2014.