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O'Brien Wealth Partners’s Invesco DB Agriculture Fund DBA Stock Holding History

O'Brien Wealth Partners’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
-681
Closed -$13K – 118
2018
Q1 		$13K Buy
+681
New +$12.9K 0.01% 106

Other funds holding DBA

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BCI
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

O'Brien Wealth Partners's DBA Position: Q2 2018 in Review

O'Brien Wealth Partners sold out of Invesco DB Agriculture Fund (DBA) in Q2 2018, closing a stake of 681 shares — an estimated $13K sold.

O'Brien Wealth Partners first reported a position in DBA in Q1 2018 and held it in 1 quarter. The position peaked at $13K in Q1 2018. 103 funds tracked by Wall St. Rank hold DBA as of Q2 2018.

  • O'Brien Wealth Partners reported no remaining Invesco DB Agriculture Fund position as of Q2 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 681 Invesco DB Agriculture Fund shares in Q2 2018, an estimated $13K.
  • O'Brien Wealth Partners first reported a position in Invesco DB Agriculture Fund in Q1 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Invesco DB Agriculture Fund position peaked at $13K in Q1 2018.
  • 103 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q2 2018.

Based on O'Brien Wealth Partners's 13F filing for Q2 2018, filed 11 Jul 2018.