Mirsky Financial Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Mirsky Financial Management’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 Q1	–	Sell	-123,476	Closed	-$1.97M	–	34
2019 Q4	$1.97M	Buy	123,476 +3,198	+3%	+$49.6K	1.28%	19
2019 Q3	$1.81M	Buy	120,278 +1,797	+2%	+$27.5K	1.3%	20
2019 Q2	$1.86M	Buy	118,481 +1,700	+1%	+$26.8K	1.4%	21
2019 Q1	$1.86M	Buy	116,781 +6,381	+6%	+$99.9K	1.44%	21
2018 Q4	$1.6M	Buy	+110,400	New	+$1.81M	1.4%	16

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Mirsky Financial Management's DBC Position: Q1 2020 in Review

Mirsky Financial Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 123,476 shares — an estimated $1.97M sold.

Mirsky Financial Management first reported a position in DBC in Q4 2018 and held it in 5 quarters. The position peaked at $1.97M in Q4 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

Mirsky Financial Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
Mirsky Financial Management sold 123,476 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $1.97M.
Mirsky Financial Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2018 and held it in 5 quarters.
Mirsky Financial Management's Invesco DB Commodity Index Tracking Fund position peaked at $1.97M in Q4 2019.
179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on Mirsky Financial Management's 13F filing for Q1 2020, filed 14 May 2020.