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Howard Wealth Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Howard Wealth Management’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
2020
Q1 		– Sell
-300
Closed -$4K – 193
2019
Q4 		$4K Buy
+300
New +$4.66K ﹤0.01% 417

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Howard Wealth Management's DBC Position: Q1 2020 in Review

Howard Wealth Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 300 shares — an estimated $4K sold.

Howard Wealth Management first reported a position in DBC in Q4 2019 and held it in 1 quarter. The position peaked at $4K in Q4 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

  • Howard Wealth Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
  • Howard Wealth Management sold 300 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $4K.
  • Howard Wealth Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2019 and held it in 1 quarter.
  • Howard Wealth Management's Invesco DB Commodity Index Tracking Fund position peaked at $4K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on Howard Wealth Management's 13F filing for Q1 2020, filed 4 May 2020.