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IBEX Wealth Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

IBEX Wealth Advisors’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-7,851
Closed -$319K – 454
2016
Q3 		$319K Buy
+7,851
New +$325K 0.17% 98

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

IBEX Wealth Advisors's DBP Position: Q4 2016 in Review

IBEX Wealth Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2016, closing a stake of 7,851 shares — an estimated $319K sold.

IBEX Wealth Advisors first reported a position in DBP in Q3 2016 and held it in 1 quarter. The position peaked at $319K in Q3 2016. 42 funds tracked by Wall St. Rank hold DBP as of Q4 2016.

  • IBEX Wealth Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q4 2016 after selling out during the quarter.
  • IBEX Wealth Advisors sold 7,851 Invesco DB Precious Metals Fund shares in Q4 2016, an estimated $319K.
  • IBEX Wealth Advisors first reported a position in Invesco DB Precious Metals Fund in Q3 2016 and held it in 1 quarter.
  • IBEX Wealth Advisors's Invesco DB Precious Metals Fund position peaked at $319K in Q3 2016.
  • 42 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2016.

Based on IBEX Wealth Advisors's 13F filing for Q4 2016, filed 24 Mar 2017.