GWM
DGL

Gupta Wealth Management’s Invesco DB Gold Fund DGL Stock Holding History

Gupta Wealth Management’s Portfolio DGL Stock Details DGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-150
Closed -$5K – 1401
2015
Q3 		$5K Hold
150
– – ﹤0.01% 1051
2015
Q2 		$6K Buy
+150
New +$5.9K ﹤0.01% 1008

Other funds holding DGL

Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Gupta Wealth Management's DGL Position: Q4 2015 in Review

Gupta Wealth Management sold out of Invesco DB Gold Fund (DGL) in Q4 2015, closing a stake of 150 shares — an estimated $5K sold.

Gupta Wealth Management first reported a position in DGL in Q2 2015 and held it in 2 quarters. The position peaked at $6K in Q2 2015. 25 funds tracked by Wall St. Rank hold DGL as of Q4 2015.

  • Gupta Wealth Management reported no remaining Invesco DB Gold Fund position as of Q4 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 150 Invesco DB Gold Fund shares in Q4 2015, an estimated $5K.
  • Gupta Wealth Management first reported a position in Invesco DB Gold Fund in Q2 2015 and held it in 2 quarters.
  • Gupta Wealth Management's Invesco DB Gold Fund position peaked at $6K in Q2 2015.
  • 25 funds tracked by Wall St. Rank held Invesco DB Gold Fund as of Q4 2015.

Based on Gupta Wealth Management's 13F filing for Q4 2015, filed 17 Feb 2016.