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Lehman Financial Resources’s Invesco DB Base Metals Fund DBB Stock Holding History

Lehman Financial Resources’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$8K – 422
2014
Q4 		$8K Sell
500
-200
-29% -$3.34K ﹤0.01% 311
2014
Q3 		$12K Buy
700
+200
+40% +$3.5K 0.01% 288
2014
Q2 		$8K Hold
500
– – ﹤0.01% 304
2014
Q1 		$8K Hold
500
– – ﹤0.01% 302
2013
Q4 		$8K Hold
500
– – ﹤0.01% 290
2013
Q3 		$8K Hold
500
– – 0.01% 275
2013
Q2 		$8K Buy
+500
New +$8.5K 0.01% 239

Other funds holding DBB

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $7.99B AUM 21.6% 1-Year Est. Return
EA
Evanston Advisors Schaumburg, Illinois $368M AUM 7.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lehman Financial Resources's DBB Position: Q1 2015 in Review

Lehman Financial Resources sold out of Invesco DB Base Metals Fund (DBB) in Q1 2015, closing a stake of 500 shares — an estimated $8K sold.

Lehman Financial Resources first reported a position in DBB in Q2 2013 and held it in 7 quarters. The position peaked at $12K in Q3 2014. 44 funds tracked by Wall St. Rank hold DBB as of Q1 2015.

  • Lehman Financial Resources reported no remaining Invesco DB Base Metals Fund position as of Q1 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 500 Invesco DB Base Metals Fund shares in Q1 2015, an estimated $8K.
  • Lehman Financial Resources first reported a position in Invesco DB Base Metals Fund in Q2 2013 and held it in 7 quarters.
  • Lehman Financial Resources's Invesco DB Base Metals Fund position peaked at $12K in Q3 2014.
  • 44 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2015.

Based on Lehman Financial Resources's 13F filing for Q1 2015, filed 30 Apr 2015.