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Krilogy Financial’s Invesco DB Oil Fund DBO Stock Holding History

Krilogy Financial’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,005
Closed -$14K – 252
2018
Q3 		$14K Buy
+1,005
New +$12.4K ﹤0.01% 481
2018
Q2 		– Sell
-1,005
Closed -$11K – 265
2018
Q1 		$11K Hold
1,005
– – ﹤0.01% 514
2017
Q4 		$10K Hold
1,005
– – ﹤0.01% 518
2017
Q3 		$9K Hold
1,005
– – ﹤0.01% 590
2017
Q2 		$8K Hold
1,005
– – ﹤0.01% 555
2017
Q1 		$10K Hold
1,005
– – ﹤0.01% 511
2016
Q4 		$10K Hold
1,005
– – ﹤0.01% 511
2016
Q3 		$9K Hold
1,005
– – ﹤0.01% 535
2016
Q2 		$9K Buy
+1,005
New +$8.7K ﹤0.01% 541

Other funds holding DBO

GLI
Guardian Life Insurance New York $199K AUM
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Krilogy Financial's DBO Position: Q4 2018 in Review

Krilogy Financial sold out of Invesco DB Oil Fund (DBO) in Q4 2018, closing a stake of 1,005 shares — an estimated $14K sold.

Krilogy Financial first reported a position in DBO in Q2 2016 and held it in 9 quarters. The position peaked at $14K in Q3 2018. 54 funds tracked by Wall St. Rank hold DBO as of Q4 2018.

  • Krilogy Financial reported no remaining Invesco DB Oil Fund position as of Q4 2018 after selling out during the quarter.
  • Krilogy Financial sold 1,005 Invesco DB Oil Fund shares in Q4 2018, an estimated $14K.
  • Krilogy Financial first reported a position in Invesco DB Oil Fund in Q2 2016 and held it in 9 quarters.
  • Krilogy Financial's Invesco DB Oil Fund position peaked at $14K in Q3 2018.
  • 54 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2018.

Based on Krilogy Financial's 13F filing for Q4 2018, filed 14 Feb 2019.