Money Design’s Invesco DB Agriculture Fund DBA Stock Holding History

Money Design’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 Q2	–	Sell	-50,805	Closed	-$956K	–	34
2018 Q1	$956K	Sell	50,805 -33,025	-39%	-$626K	0.4%	24
2017 Q4	$1.57M	Buy	83,830 +26,634	+47%	+$505K	0.92%	22
2017 Q3	$1.09M	Buy	+57,196	New	+$1.1M	0.92%	22

Other funds holding DBA

GLI

Guardian Life Insurance New York $199K AUM

Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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

Money Design's DBA Position: Q2 2018 in Review

Money Design sold out of Invesco DB Agriculture Fund (DBA) in Q2 2018, closing a stake of 50,805 shares — an estimated $956K sold.

Money Design first reported a position in DBA in Q3 2017 and held it in 3 quarters. The position peaked at $1.57M in Q4 2017. 103 funds tracked by Wall St. Rank hold DBA as of Q2 2018.

Money Design reported no remaining Invesco DB Agriculture Fund position as of Q2 2018 after selling out during the quarter.
Money Design sold 50,805 Invesco DB Agriculture Fund shares in Q2 2018, an estimated $956K.
Money Design first reported a position in Invesco DB Agriculture Fund in Q3 2017 and held it in 3 quarters.
Money Design's Invesco DB Agriculture Fund position peaked at $1.57M in Q4 2017.
103 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2018.

Based on Money Design's 13F filing for Q2 2018, filed 13 Jul 2018.