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Lebenthal Global Advisors’s Invesco DB Oil Fund DBO Stock Holding History

Lebenthal Global Advisors’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
2021
Q1 		– Sell
-580
Closed -$4K – 227
2020
Q4 		$4K Buy
+580
New +$4.38K ﹤0.01% 504

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EFM
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
FNC
First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Lebenthal Global Advisors's DBO Position: Q1 2021 in Review

Lebenthal Global Advisors sold out of Invesco DB Oil Fund (DBO) in Q1 2021, closing a stake of 580 shares — an estimated $4K sold.

Lebenthal Global Advisors first reported a position in DBO in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 74 funds tracked by Wall St. Rank hold DBO as of Q1 2021.

  • Lebenthal Global Advisors reported no remaining Invesco DB Oil Fund position as of Q1 2021 after selling out during the quarter.
  • Lebenthal Global Advisors sold 580 Invesco DB Oil Fund shares in Q1 2021, an estimated $4K.
  • Lebenthal Global Advisors first reported a position in Invesco DB Oil Fund in Q4 2020 and held it in 1 quarter.
  • Lebenthal Global Advisors's Invesco DB Oil Fund position peaked at $4K in Q4 2020.
  • 74 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2021.

Based on Lebenthal Global Advisors's 13F filing for Q1 2021, filed 7 May 2021.