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

Lowe 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
2020 Q3	–	Sell	-300	Closed	-$4K	–	261
2020 Q2	$4K	Hold	300	–	–	﹤0.01%	195
2020 Q1	$3K	Hold	300	–	–	﹤0.01%	206
2019 Q4	$5K	Hold	300	–	–	﹤0.01%	199
2019 Q3	$5K	Hold	300	–	–	﹤0.01%	192
2019 Q2	$5K	Hold	300	–	–	﹤0.01%	203
2019 Q1	$4K	Hold	300	–	–	﹤0.01%	184
2018 Q4	$4K	Hold	300	–	–	﹤0.01%	173
2018 Q3	$5K	Hold	300	–	–	﹤0.01%	182
2018 Q2	$5K	Hold	300	–	–	﹤0.01%	168
2018 Q1	$5K	Hold	300	–	–	﹤0.01%	176
2017 Q4	$5K	Hold	300	–	–	﹤0.01%	186
2017 Q3	$5K	Hold	300	–	–	﹤0.01%	180
2017 Q2	$4K	Hold	300	–	–	﹤0.01%	161
2017 Q1	$5K	Hold	300	–	–	﹤0.01%	152
2016 Q4	$5K	Hold	300	–	–	﹤0.01%	155
2016 Q3	$5K	Hold	300	–	–	﹤0.01%	156
2016 Q2	$5K	Hold	300	–	–	﹤0.01%	151
2016 Q1	$4K	Hold	300	–	–	﹤0.01%	157
2015 Q4	$4K	Hold	300	–	–	﹤0.01%	167
2015 Q3	$5K	Hold	300	–	–	﹤0.01%	153
2015 Q2	$5K	Hold	300	–	–	﹤0.01%	151
2015 Q1	$5K	Hold	300	–	–	﹤0.01%	149
2014 Q4	$6K	Buy	+300	New	+$6.35K	﹤0.01%	137

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

BCMIO

Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $46.7B AUM 50.59% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Lowe Wealth Advisors's DBC Position: Q3 2020 in Review

Lowe Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2020, closing a stake of 300 shares — an estimated $4K sold.

Lowe Wealth Advisors first reported a position in DBC in Q4 2014 and held it in 23 quarters. The position peaked at $6K in Q4 2014. 153 funds tracked by Wall St. Rank hold DBC as of Q3 2020.

Lowe Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2020 after selling out during the quarter.
Lowe Wealth Advisors sold 300 Invesco DB Commodity Index Tracking Fund shares in Q3 2020, an estimated $4K.
Lowe Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2014 and held it in 23 quarters.
Lowe Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $6K in Q4 2014.
153 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2020.

Based on Lowe Wealth Advisors's 13F filing for Q3 2020, filed 16 Oct 2020.