Mascoma Wealth Management’s Invesco DB Agriculture Fund DBA Stock Holding History

Mascoma Wealth Management’s Portfolio DBA Stock Details DBA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,200	Closed	-$88K	–	377
2018 Q3	$88K	Hold	5,200	–	–	0.06%	131
2018 Q2	$94K	Hold	5,200	–	–	0.07%	116
2018 Q1	$98K	Hold	5,200	–	–	0.06%	116
2017 Q4	$99K	Buy	+5,200	New	+$98.6K	0.06%	109

Other funds holding DBA

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return

BCI

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

Mascoma Wealth Management's DBA Position: Q4 2018 in Review

Mascoma Wealth Management sold out of Invesco DB Agriculture Fund (DBA) in Q4 2018, closing a stake of 5,200 shares — an estimated $88K sold.

Mascoma Wealth Management first reported a position in DBA in Q4 2017 and held it in 4 quarters. The position peaked at $99K in Q4 2017. 87 funds tracked by Wall St. Rank hold DBA as of Q4 2018.

Mascoma Wealth Management reported no remaining Invesco DB Agriculture Fund position as of Q4 2018 after selling out during the quarter.
Mascoma Wealth Management sold 5,200 Invesco DB Agriculture Fund shares in Q4 2018, an estimated $88K.
Mascoma Wealth Management first reported a position in Invesco DB Agriculture Fund in Q4 2017 and held it in 4 quarters.
Mascoma Wealth Management's Invesco DB Agriculture Fund position peaked at $99K in Q4 2017.
87 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q4 2018.

Based on Mascoma Wealth Management's 13F filing for Q4 2018, filed 28 Jan 2019.