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

Lenox 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 Q2	–	Sell	-100	Closed	-$2K	–	448
2019 Q1	$2K	Hold	100	–	–	﹤0.01%	525
2018 Q4	$1K	Buy	+100	New	+$1.64K	﹤0.01%	355
2016 Q1	–	Sell	-1,135	Closed	-$15K	–	289
2015 Q4	$15K	Buy	1,135 +794	+233%	+$11.5K	﹤0.01%	162
2015 Q3	$5K	Buy	+341	New	+$5.36K	﹤0.01%	250
2014 Q1	–	Sell	-213	Closed	-$5K	–	223
2013 Q4	$5K	Buy	+213	New	+$5.47K	﹤0.01%	229

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

JPC

Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Lenox Wealth Advisors's DBC Position: Q2 2019 in Review

Lenox Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2019, closing a stake of 100 shares — an estimated $2K sold.

Lenox Wealth Advisors first reported a position in DBC in Q4 2013 and held it in 5 quarters. The position peaked at $15K in Q4 2015. 190 funds tracked by Wall St. Rank hold DBC as of Q2 2019.

Lenox Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2019 after selling out during the quarter.
Lenox Wealth Advisors sold 100 Invesco DB Commodity Index Tracking Fund shares in Q2 2019, an estimated $2K.
Lenox Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2013 and held it in 5 quarters.
Lenox Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $15K in Q4 2015.
190 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2019.

Based on Lenox Wealth Advisors's 13F filing for Q2 2019, filed 12 Jul 2019.