IA
DBS

IFP Advisors’s Invesco DB Silver Fund DBS Stock Holding History

IFP Advisors’s Portfolio DBS Stock Details DBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-950
Closed -$24K – 4265
2017
Q2 		$24K Hold
950
– – ﹤0.01% 2484
2017
Q1 		$27K Sell
950
-275
-22% -$7.48K ﹤0.01% 2319
2016
Q4 		$30K Sell
1,225
-7,593
-86% -$204K ﹤0.01% 2209
2016
Q3 		$266K Buy
+8,818
New +$273K 0.01% 869

Other funds holding DBS

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

IFP Advisors's DBS Position: Q3 2017 in Review

IFP Advisors sold out of Invesco DB Silver Fund (DBS) in Q3 2017, closing a stake of 950 shares — an estimated $24K sold.

IFP Advisors first reported a position in DBS in Q3 2016 and held it in 4 quarters. The position peaked at $266K in Q3 2016. 11 funds tracked by Wall St. Rank hold DBS as of Q3 2017.

  • IFP Advisors reported no remaining Invesco DB Silver Fund position as of Q3 2017 after selling out during the quarter.
  • IFP Advisors sold 950 Invesco DB Silver Fund shares in Q3 2017, an estimated $24K.
  • IFP Advisors first reported a position in Invesco DB Silver Fund in Q3 2016 and held it in 4 quarters.
  • IFP Advisors's Invesco DB Silver Fund position peaked at $266K in Q3 2016.
  • 11 funds tracked by Wall St. Rank held Invesco DB Silver Fund as of Q3 2017.

Based on IFP Advisors's 13F filing for Q3 2017, filed 30 Oct 2017.