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MKD Wealth Coaches’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

MKD Wealth Coaches’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
2019
Q3 		– Sell
-984
Closed -$15K – 90
2019
Q2 		$15K Buy
+984
New +$15.5K 0.01% 137

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return

MKD Wealth Coaches's DBC Position: Q3 2019 in Review

MKD Wealth Coaches sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2019, closing a stake of 984 shares — an estimated $15K sold.

MKD Wealth Coaches first reported a position in DBC in Q2 2019 and held it in 1 quarter. The position peaked at $15K in Q2 2019. 181 funds tracked by Wall St. Rank hold DBC as of Q3 2019.

  • MKD Wealth Coaches reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 984 Invesco DB Commodity Index Tracking Fund shares in Q3 2019, an estimated $15K.
  • MKD Wealth Coaches first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2019 and held it in 1 quarter.
  • MKD Wealth Coaches's Invesco DB Commodity Index Tracking Fund position peaked at $15K in Q2 2019.
  • 181 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2019.

Based on MKD Wealth Coaches's 13F filing for Q3 2019, filed 6 Nov 2019.