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LifePlan Financial Group’s Invesco DB Precious Metals Fund DBP Stock Holding History

LifePlan Financial Group’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-48
Closed -$2K – 546
2018
Q3 		$2K Hold
48
– – ﹤0.01% 494
2018
Q2 		$2K Hold
48
– – ﹤0.01% 478
2018
Q1 		$2K Buy
+48
New +$1.87K ﹤0.01% 463
2014
Q2 		– Sell
-48
Closed -$2K – 96
2014
Q1 		$2K Hold
48
– – ﹤0.01% 228
2013
Q4 		$2K Hold
48
– – ﹤0.01% 216
2013
Q3 		$2K Hold
48
– – ﹤0.01% 191
2013
Q2 		$2K Buy
+48
New +$2.25K ﹤0.01% 167

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LifePlan Financial Group's DBP Position: Q4 2018 in Review

LifePlan Financial Group sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2018, closing a stake of 48 shares — an estimated $2K sold.

LifePlan Financial Group first reported a position in DBP in Q2 2013 and held it in 7 quarters. The position peaked at $2K in Q3 2018. 46 funds tracked by Wall St. Rank hold DBP as of Q4 2018.

  • LifePlan Financial Group reported no remaining Invesco DB Precious Metals Fund position as of Q4 2018 after selling out during the quarter.
  • LifePlan Financial Group sold 48 Invesco DB Precious Metals Fund shares in Q4 2018, an estimated $2K.
  • LifePlan Financial Group first reported a position in Invesco DB Precious Metals Fund in Q2 2013 and held it in 7 quarters.
  • LifePlan Financial Group's Invesco DB Precious Metals Fund position peaked at $2K in Q3 2018.
  • 46 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2018.

Based on LifePlan Financial Group's 13F filing for Q4 2018, filed 10 Jan 2019.