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Gupta Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Gupta Wealth Management’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		$22K Sell
1,050
-1,078
-51% -$21.8K 0.01% 630
2015
Q4 		$44K Buy
2,128
+1,078
+103% +$22.4K 0.01% 451
2015
Q3 		$22K Hold
1,050
– – 0.01% 662
2015
Q2 		$25K Hold
1,050
– – 0.01% 676
2015
Q1 		$23K Buy
+1,050
New +$24.4K 0.01% 560

Other funds holding DBA

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MCM
Manchester Capital Management Manchester, Vermont $768M AUM 29.32% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
HMC
Harvard Management Company Boston, Massachusetts $4.26B AUM 5.81% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Gupta Wealth Management's DBA Position: Q1 2016 in Review

Gupta Wealth Management reduced its Invesco DB Agriculture Fund (DBA) stake by 51% in Q1 2016, selling an estimated $21.8K and leaving 1,050 shares worth $22K. The position accounts for 0.01% of the portfolio, ranked #630.

Gupta Wealth Management first reported a position in DBA in Q1 2015 and has held it in 5 quarters since. The position peaked at $44K in Q4 2015. 90 funds tracked by Wall St. Rank hold DBA as of Q1 2016.

  • Gupta Wealth Management held 1,050 shares of Invesco DB Agriculture Fund worth $22K as of Q1 2016.
  • Gupta Wealth Management sold 1,078 Invesco DB Agriculture Fund shares in Q1 2016, an estimated $21.8K.
  • Invesco DB Agriculture Fund made up 0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #630 holding.
  • Gupta Wealth Management first reported a position in Invesco DB Agriculture Fund in Q1 2015 and has held it in 5 quarters since.
  • Gupta Wealth Management's Invesco DB Agriculture Fund position peaked at $44K in Q4 2015.
  • 90 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.