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

MFA 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
-279,245
Closed -$3.44M – 75
2020
Q2 		$3.44M Buy
279,245
+49,273
+21% +$569K 2.22% 18
2020
Q1 		$2.58M Buy
+229,972
New +$3.21M 2.51% 13

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.78B AUM 14.7% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

MFA Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2020, closing a stake of 279,245 shares — an estimated $3.44M sold.

MFA Wealth Advisors first reported a position in DBC in Q1 2020 and held it in 2 quarters. The position peaked at $3.44M in Q2 2020. 153 funds tracked by Wall St. Rank hold DBC as of Q3 2020.

  • MFA Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2020 after selling out during the quarter.
  • MFA Wealth Advisors sold 279,245 Invesco DB Commodity Index Tracking Fund shares in Q3 2020, an estimated $3.44M.
  • MFA Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2020 and held it in 2 quarters.
  • MFA Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $3.44M in Q2 2020.
  • 153 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2020.

Based on MFA Wealth Advisors's 13F filing for Q3 2020, filed 12 Nov 2020.