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Gupta Wealth Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Gupta Wealth Management’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-10,840
Closed -$164K – 1269
2015
Q1 		$164K Buy
+10,840
New +$164K 0.05% 243

Other funds holding DBB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AIP
Ameritas Investment Partners Lincoln, Nebraska $3.25B AUM 28.52% 1-Year Est. Return

Gupta Wealth Management's DBB Position: Q2 2015 in Review

Gupta Wealth Management sold out of Invesco DB Base Metals Fund (DBB) in Q2 2015, closing a stake of 10,840 shares — an estimated $164K sold.

Gupta Wealth Management first reported a position in DBB in Q1 2015 and held it in 1 quarter. The position peaked at $164K in Q1 2015. 39 funds tracked by Wall St. Rank hold DBB as of Q2 2015.

  • Gupta Wealth Management reported no remaining Invesco DB Base Metals Fund position as of Q2 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 10,840 Invesco DB Base Metals Fund shares in Q2 2015, an estimated $164K.
  • Gupta Wealth Management first reported a position in Invesco DB Base Metals Fund in Q1 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco DB Base Metals Fund position peaked at $164K in Q1 2015.
  • 39 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q2 2015.

Based on Gupta Wealth Management's 13F filing for Q2 2015, filed 26 Aug 2015.