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Personal Wealth Partners’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Personal 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
2020
Q1 		– Sell
-4,930
Closed -$79K – 189
2019
Q4 		$79K Hold
4,930
– – 0.03% 118
2019
Q3 		$74K Sell
4,930
-2,222
-31% -$34K 0.03% 126
2019
Q2 		$113K Buy
+7,152
New +$113K 0.05% 80

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Personal Wealth Partners's DBC Position: Q1 2020 in Review

Personal Wealth Partners sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 4,930 shares — an estimated $79K sold.

Personal Wealth Partners first reported a position in DBC in Q2 2019 and held it in 3 quarters. The position peaked at $113K in Q2 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

  • Personal Wealth Partners reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
  • Personal Wealth Partners sold 4,930 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $79K.
  • Personal Wealth Partners first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2019 and held it in 3 quarters.
  • Personal Wealth Partners's Invesco DB Commodity Index Tracking Fund position peaked at $113K in Q2 2019.
  • 179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on Personal Wealth Partners's 13F filing for Q1 2020, filed 7 May 2020.