PMFA
DBC icon

Plante Moran Financial Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Plante Moran Financial 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
2019
Q3 		– Sell
-35
Closed -$1K – 852
2019
Q2 		$1K Buy
+35
New +$552 ﹤0.01% 756
2016
Q1 		– Sell
-11,762
Closed -$157K – 883
2015
Q4 		$157K Buy
+11,762
New +$170K 0.12% 133
2015
Q3 		– Sell
-1,065
Closed -$19K – 710
2015
Q2 		$19K Hold
1,065
– – 0.01% 424
2015
Q1 		$18K Hold
1,065
– – 0.01% 419
2014
Q4 		$20K Hold
1,065
– – 0.01% 406
2014
Q3 		$25K Buy
+1,065
New +$26.6K 0.02% 366
2013
Q4 		– Sell
-3,125
Closed -$80K – 688
2013
Q3 		$80K Hold
3,125
– – 0.05% 138
2013
Q2 		$79K Buy
+3,125
New +$81.8K 0.06% 123

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $860M AUM 17.81% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NA
NextCapital Advisers Chicago, Illinois $5.15B AUM 14.37% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return