Loring Wolcott & Coolidge Fiduciary Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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
2022 Q3	–	Sell	-416	Closed	-$11K	–	606
2022 Q2	$11K	Buy	+416	New	+$11.7K	﹤0.01%	538
2015 Q4	–	Sell	-945	Closed	-$17K	–	646
2015 Q3	$17K	Hold	945	–	–	﹤0.01%	499
2015 Q2	$17K	Hold	945	–	–	﹤0.01%	499
2015 Q1	$16K	Hold	945	–	–	﹤0.01%	524
2014 Q4	$17K	Hold	945	–	–	﹤0.01%	512
2014 Q3	$22K	Hold	945	–	–	﹤0.01%	476
2014 Q2	$25K	Hold	945	–	–	﹤0.01%	492
2014 Q1	$25K	Hold	945	–	–	﹤0.01%	471
2013 Q4	$24K	Hold	945	–	–	﹤0.01%	454
2013 Q3	$24K	Hold	945	–	–	﹤0.01%	423
2013 Q2	$24K	Buy	+945	New	+$24.7K	﹤0.01%	456

Other funds holding DBC

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

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

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

LMIM

Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return

Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's DBC Position: Q3 2022 in Review

Loring Wolcott & Coolidge Fiduciary Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2022, closing a stake of 416 shares — an estimated $11K sold.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in DBC in Q2 2013 and held it in 11 quarters. The position peaked at $25K in Q2 2014. 307 funds tracked by Wall St. Rank hold DBC as of Q3 2022.

Loring Wolcott & Coolidge Fiduciary Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2022 after selling out during the quarter.
Loring Wolcott & Coolidge Fiduciary Advisors sold 416 Invesco DB Commodity Index Tracking Fund shares in Q3 2022, an estimated $11K.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2013 and held it in 11 quarters.
Loring Wolcott & Coolidge Fiduciary Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $25K in Q2 2014.
307 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2022.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q3 2022, filed 25 Oct 2022.