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Palisades Hudson Asset Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Palisades Hudson Asset Management’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
2017
Q3 		– Sell
-23,772
Closed -$344K – 109
2017
Q2 		$344K Buy
+23,772
New +$349K 0.2% 69

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QI
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Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAS
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SG Americas Securities
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State Street
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Palisades Hudson Asset Management's DBC Position: Q3 2017 in Review

Palisades Hudson Asset Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q3 2017, closing a stake of 23,772 shares — an estimated $344K sold.

Palisades Hudson Asset Management first reported a position in DBC in Q2 2017 and held it in 1 quarter. The position peaked at $344K in Q2 2017. 184 funds tracked by Wall St. Rank hold DBC as of Q3 2017.

  • Palisades Hudson Asset Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q3 2017 after selling out during the quarter.
  • Palisades Hudson Asset Management sold 23,772 Invesco DB Commodity Index Tracking Fund shares in Q3 2017, an estimated $344K.
  • Palisades Hudson Asset Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2017 and held it in 1 quarter.
  • Palisades Hudson Asset Management's Invesco DB Commodity Index Tracking Fund position peaked at $344K in Q2 2017.
  • 184 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q3 2017.

Based on Palisades Hudson Asset Management's 13F filing for Q3 2017, filed 6 Nov 2017.