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JFS Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

JFS Wealth Advisors’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
2019
Q4 		– Sell
-58
Closed -$1K – 521
2019
Q3 		$1K Buy
58
+57
+5,700% +$871 ﹤0.01% 466
2019
Q2 		$0 Hold
1
– – ﹤0.01% 466
2019
Q1 		$0 Hold
1
– – ﹤0.01% 464
2018
Q4 		$0 Hold
1
– – ﹤0.01% 475
2018
Q3 		$0 Hold
1
– – ﹤0.01% 529
2018
Q2 		$0 Sell
1
-706
-100% -$12.4K ﹤0.01% 486
2018
Q1 		$12K Buy
707
+706
+70,600% +$11.8K ﹤0.01% 357
2017
Q4 		$0 Sell
1
-3,385
-100% -$54.1K ﹤0.01% 537
2017
Q3 		$52K Buy
3,386
+1,110
+49% +$16.5K 0.01% 240
2017
Q2 		$33K Sell
2,276
-1,419
-38% -$20.8K 0.01% 257
2017
Q1 		$59K Hold
3,695
– – 0.02% 210
2016
Q4 		$59K Sell
3,695
-4,873
-57% -$74.2K 0.02% 210
2016
Q3 		$129K Sell
8,568
-15,433
-64% -$226K 0.04% 165
2016
Q2 		$368K Sell
24,001
-1,271
-5% -$18.4K 0.1% 113
2016
Q1 		$336K Sell
25,272
-8,604
-25% -$110K 0.1% 100
2015
Q4 		$453K Buy
+33,876
New +$490K 0.13% 89

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

JFS Wealth Advisors's DBC Position: Q4 2019 in Review

JFS Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2019, closing a stake of 58 shares — an estimated $1K sold.

JFS Wealth Advisors first reported a position in DBC in Q4 2015 and held it in 16 quarters. The position peaked at $453K in Q4 2015. 188 funds tracked by Wall St. Rank hold DBC as of Q4 2019.

  • JFS Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2019 after selling out during the quarter.
  • JFS Wealth Advisors sold 58 Invesco DB Commodity Index Tracking Fund shares in Q4 2019, an estimated $1K.
  • JFS Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2015 and held it in 16 quarters.
  • JFS Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $453K in Q4 2015.
  • 188 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2019.

Based on JFS Wealth Advisors's 13F filing for Q4 2019, filed 3 Feb 2020.