MBM Wealth Consultants’s Invesco DB Oil Fund DBO Stock Holding History

MBM Wealth Consultants’s Portfolio DBO Stock Details DBO Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-112	Closed	-$1K	–	212
2019 Q3	$1K	Hold	112	–	–	﹤0.01%	201
2019 Q2	$1K	Hold	112	–	–	﹤0.01%	214
2019 Q1	$1K	Hold	112	–	–	﹤0.01%	207
2018 Q4	$1K	Buy	+112	New	+$1.24K	﹤0.01%	222

Other funds holding DBO

Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return

PineBridge Investments New York $11.9B AUM 23.42% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Asset Management One Tokyo, Japan $33.9B AUM 25.88% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MBM Wealth Consultants's DBO Position: Q4 2019 in Review

MBM Wealth Consultants sold out of Invesco DB Oil Fund (DBO) in Q4 2019, closing a stake of 112 shares — an estimated $1K sold.

MBM Wealth Consultants first reported a position in DBO in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 48 funds tracked by Wall St. Rank hold DBO as of Q4 2019.

MBM Wealth Consultants reported no remaining Invesco DB Oil Fund position as of Q4 2019 after selling out during the quarter.
MBM Wealth Consultants sold 112 Invesco DB Oil Fund shares in Q4 2019, an estimated $1K.
MBM Wealth Consultants first reported a position in Invesco DB Oil Fund in Q4 2018 and held it in 4 quarters.
MBM Wealth Consultants's Invesco DB Oil Fund position peaked at $1K in Q3 2019.
48 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2019.

Based on MBM Wealth Consultants's 13F filing for Q4 2019, filed 11 Feb 2020.