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O'Brien Wealth Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

O'Brien Wealth Partners’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
2018
Q4 		– Sell
-3,017
Closed -$54K – 89
2018
Q3 		$54K Buy
+3,017
New +$51.9K 0.04% 71

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O'Brien Wealth Partners's DBC Position: Q4 2018 in Review

O'Brien Wealth Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2018, closing a stake of 3,017 shares — an estimated $54K sold.

O'Brien Wealth Partners first reported a position in DBC in Q3 2018 and held it in 1 quarter. The position peaked at $54K in Q3 2018. 211 funds tracked by Wall St. Rank hold DBC as of Q4 2018.

  • O'Brien Wealth Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2018 after selling out during the quarter.
  • O'Brien Wealth Partners sold 3,017 Invesco DB Commodity Index Tracking Fund shares in Q4 2018, an estimated $54K.
  • O'Brien Wealth Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2018 and held it in 1 quarter.
  • O'Brien Wealth Partners's Invesco DB Commodity Index Tracking Fund position peaked at $54K in Q3 2018.
  • 211 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2018.

Based on O'Brien Wealth Partners's 13F filing for Q4 2018, filed 17 Jan 2019.