OneDigital Investment Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

OneDigital Investment Advisors’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
2020 Q2	–	Sell	-10,011	Closed	-$113K	–	652
2020 Q1	$113K	Hold	10,011	–	–	0.01%	504
2019 Q4	$160K	Hold	10,011	–	–	0.01%	534
2019 Q3	$151K	Buy	+10,011	New	+$153K	0.01%	505
2018 Q4	–	Sell	-1,500	Closed	-$27K	–	1142
2018 Q3	$27K	Hold	1,500	–	–	0.01%	568
2018 Q2	$27K	Hold	1,500	–	–	0.01%	701
2018 Q1	$25K	Hold	1,500	–	–	0.01%	733
2017 Q4	$25K	Buy	+1,500	New	+$24K	﹤0.01%	722
2017 Q3	–	Sell	-1,500	Closed	-$22K	–	1063
2017 Q2	$22K	Buy	+1,500	New	+$22K	0.01%	709

Other funds holding DBC

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

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

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

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

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

OneDigital Investment Advisors's DBC Position: Q2 2020 in Review

OneDigital Investment Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2020, closing a stake of 10,011 shares — an estimated $113K sold.

OneDigital Investment Advisors first reported a position in DBC in Q2 2017 and held it in 8 quarters. The position peaked at $160K in Q4 2019. 150 funds tracked by Wall St. Rank hold DBC as of Q2 2020.

OneDigital Investment Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2020 after selling out during the quarter.
OneDigital Investment Advisors sold 10,011 Invesco DB Commodity Index Tracking Fund shares in Q2 2020, an estimated $113K.
OneDigital Investment Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $160K in Q4 2019.
150 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2020.

Based on OneDigital Investment Advisors's 13F filing for Q2 2020, filed 14 Aug 2020.