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Hillcrest Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Hillcrest Wealth Advisors’s Portfolio DBC Stock Details DBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-14,450
Closed -$212K – 54
2020
Q4 		$212K Sell
14,450
-2,100
-13% -$28.7K 0.14% 48
2020
Q3 		$216K Hold
16,550
– – 0.15% 54
2020
Q2 		$204K Hold
16,550
– – 0.18% 41
2020
Q1 		$186K Buy
+16,550
New +$231K 0.19% 39

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $62.7B AUM 29.77% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Hillcrest Wealth Advisors's DBC Position: Q1 2021 in Review

Hillcrest Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2021, closing a stake of 14,450 shares — an estimated $212K sold.

Hillcrest Wealth Advisors first reported a position in DBC in Q1 2020 and held it in 4 quarters. The position peaked at $216K in Q3 2020. 209 funds tracked by Wall St. Rank hold DBC as of Q1 2021.

  • Hillcrest Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2021 after selling out during the quarter.
  • Hillcrest Wealth Advisors sold 14,450 Invesco DB Commodity Index Tracking Fund shares in Q1 2021, an estimated $212K.
  • Hillcrest Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2020 and held it in 4 quarters.
  • Hillcrest Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $216K in Q3 2020.
  • 209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2021.

Based on Hillcrest Wealth Advisors's 13F filing for Q1 2021, filed 28 Apr 2021.