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IBEX Wealth Advisors’s Invesco DB Energy Fund DBE Stock Holding History

IBEX Wealth Advisors’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-18,760
Closed -$250K – 140
2016
Q4 		$250K Buy
+18,760
New +$239K 0.12% 104

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IBEX Wealth Advisors's DBE Position: Q1 2017 in Review

IBEX Wealth Advisors sold out of Invesco DB Energy Fund (DBE) in Q1 2017, closing a stake of 18,760 shares — an estimated $250K sold.

IBEX Wealth Advisors first reported a position in DBE in Q4 2016 and held it in 1 quarter. The position peaked at $250K in Q4 2016. 36 funds tracked by Wall St. Rank hold DBE as of Q1 2017.

  • IBEX Wealth Advisors reported no remaining Invesco DB Energy Fund position as of Q1 2017 after selling out during the quarter.
  • IBEX Wealth Advisors sold 18,760 Invesco DB Energy Fund shares in Q1 2017, an estimated $250K.
  • IBEX Wealth Advisors first reported a position in Invesco DB Energy Fund in Q4 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco DB Energy Fund position peaked at $250K in Q4 2016.
  • 36 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2017.

Based on IBEX Wealth Advisors's 13F filing for Q1 2017, filed 25 May 2017.