Northwestern Mutual Wealth Management’s Invesco DB Energy Fund DBE Stock Holding History

Northwestern Mutual Wealth Management’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q1	–	Sell	-100	Closed	-$1.92K	–	3613
2023 Q4	$1.92K	Buy	+100	New	+$2.15K	﹤0.01%	3063
2023 Q3	–	Sell	-56	Closed	-$1.11K	–	3332
2023 Q2	$1.11K	Buy	+56	New	+$1.12K	﹤0.01%	3075
2016 Q3	–	Sell	-110	Closed	-$1K	–	470
2016 Q2	$1K	Buy	+110	New	+$1.29K	﹤0.01%	1929
2013 Q4	–	Sell	-232	Closed	-$7K	–	1402
2013 Q3	$7K	Buy	+232	New	+$6.67K	﹤0.01%	948

Other funds holding DBE

APCM

Alaska Permanent Capital Management Anchorage, Alaska $1.43B AUM 13.12% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

AWA

Alaska Wealth Advisors Anchorage, Alaska $833M AUM 12.27% 1-Year Est. Return

Bridge Advisory Pasadena, California $210M AUM 21.75% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

ACM

Anfield Capital Management Irvine, California $363M AUM 24.08% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Northwestern Mutual Wealth Management's DBE Position: Q1 2024 in Review

Northwestern Mutual Wealth Management sold out of Invesco DB Energy Fund (DBE) in Q1 2024, closing a stake of 100 shares — an estimated $1.92K sold.

Northwestern Mutual Wealth Management first reported a position in DBE in Q3 2013 and held it in 4 quarters. The position peaked at $7K in Q3 2013. 44 funds tracked by Wall St. Rank hold DBE as of Q1 2024.

Northwestern Mutual Wealth Management reported no remaining Invesco DB Energy Fund position as of Q1 2024 after selling out during the quarter.
Northwestern Mutual Wealth Management sold 100 Invesco DB Energy Fund shares in Q1 2024, an estimated $1.92K.
Northwestern Mutual Wealth Management first reported a position in Invesco DB Energy Fund in Q3 2013 and held it in 4 quarters.
Northwestern Mutual Wealth Management's Invesco DB Energy Fund position peaked at $7K in Q3 2013.
44 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2024.

Based on Northwestern Mutual Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.