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Institute for Wealth Management’s Invesco DB Precious Metals Fund DBP Stock Holding History

Institute for Wealth Management’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
2013
Q3 		– Sell
-153
Closed -$6K – 79
2013
Q2 		$6K Buy
+153
New +$7.18K ﹤0.01% 92

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

Institute for Wealth Management's DBP Position: Q3 2013 in Review

Institute for Wealth Management sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2013, closing a stake of 153 shares — an estimated $6K sold.

Institute for Wealth Management first reported a position in DBP in Q2 2013 and held it in 1 quarter. The position peaked at $6K in Q2 2013. 39 funds tracked by Wall St. Rank hold DBP as of Q3 2013.

  • Institute for Wealth Management reported no remaining Invesco DB Precious Metals Fund position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 153 Invesco DB Precious Metals Fund shares in Q3 2013, an estimated $6K.
  • Institute for Wealth Management first reported a position in Invesco DB Precious Metals Fund in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Invesco DB Precious Metals Fund position peaked at $6K in Q2 2013.
  • 39 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.