LifePlan Financial Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

LifePlan Financial Group’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
2020 Q3	$0	Hold	30	–	–	﹤0.01%	577
2020 Q2	$0	Hold	30	–	–	﹤0.01%	574
2020 Q1	$0	Hold	30	–	–	﹤0.01%	554
2019 Q4	$0	Hold	30	–	–	﹤0.01%	555
2019 Q3	$0	Hold	30	–	–	﹤0.01%	550
2019 Q2	$0	Hold	30	–	–	﹤0.01%	548
2019 Q1	$0	Hold	30	–	–	﹤0.01%	549
2018 Q4	$0	Hold	30	–	–	﹤0.01%	545
2018 Q3	$1K	Hold	30	–	–	﹤0.01%	515
2018 Q2	$1K	Hold	30	–	–	﹤0.01%	498
2018 Q1	$1K	Buy	+30	New	+$503	﹤0.01%	486
2014 Q2	–	Sell	-193	Closed	-$5K	–	94
2014 Q1	$5K	Sell	193 -617	-76%	-$15.8K	﹤0.01%	207
2013 Q4	$21K	Hold	810	–	–	0.01%	132
2013 Q3	$21K	Hold	810	–	–	0.02%	126
2013 Q2	$20K	Buy	+810	New	+$21.2K	0.02%	93

Other funds holding DBC

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

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

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

BCI

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

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

LifePlan Financial Group's DBC Position: Q3 2020 in Review

LifePlan Financial Group held its Invesco DB Commodity Index Tracking Fund (DBC) position steady in Q3 2020 at 30 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #577.

LifePlan Financial Group first reported a position in DBC in Q2 2013 and has held it in 15 quarters since. The position peaked at $21K in Q4 2013. 153 funds tracked by Wall St. Rank hold DBC as of Q3 2020.

LifePlan Financial Group held 30 shares of Invesco DB Commodity Index Tracking Fund worth $0 as of Q3 2020.
LifePlan Financial Group left its Invesco DB Commodity Index Tracking Fund share count unchanged in Q3 2020.
Invesco DB Commodity Index Tracking Fund made up ﹤0.01% of LifePlan Financial Group's portfolio in Q3 2020, its #577 holding.
LifePlan Financial Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2013 and has held it in 15 quarters since.
LifePlan Financial Group's Invesco DB Commodity Index Tracking Fund position peaked at $21K in Q4 2013.
153 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2020.

Based on LifePlan Financial Group's 13F filing for Q3 2020, filed 30 Oct 2020.