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GYL Financial Synergies’s Invesco DB Oil Fund DBO Stock Holding History

GYL Financial Synergies’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-20,019
Closed -$201K – 170
2019
Q2 		$201K Hold
20,019
– – 0.11% 156
2019
Q1 		$210K Buy
20,019
+319
+2% +$3.19K 0.12% 150
2018
Q4 		$167K Buy
+19,700
New +$218K 0.12% 139

Other funds holding DBO

GLI
Guardian Life Insurance New York $199K AUM
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
PI
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

GYL Financial Synergies's DBO Position: Q3 2019 in Review

GYL Financial Synergies sold out of Invesco DB Oil Fund (DBO) in Q3 2019, closing a stake of 20,019 shares — an estimated $201K sold.

GYL Financial Synergies first reported a position in DBO in Q4 2018 and held it in 3 quarters. The position peaked at $210K in Q1 2019. 48 funds tracked by Wall St. Rank hold DBO as of Q3 2019.

  • GYL Financial Synergies reported no remaining Invesco DB Oil Fund position as of Q3 2019 after selling out during the quarter.
  • GYL Financial Synergies sold 20,019 Invesco DB Oil Fund shares in Q3 2019, an estimated $201K.
  • GYL Financial Synergies first reported a position in Invesco DB Oil Fund in Q4 2018 and held it in 3 quarters.
  • GYL Financial Synergies's Invesco DB Oil Fund position peaked at $210K in Q1 2019.
  • 48 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2019.

Based on GYL Financial Synergies's 13F filing for Q3 2019, filed 12 Nov 2019.