Plante Moran Financial Advisors’s Invesco DB Energy Fund DBE Stock Holding History

Plante Moran Financial Advisors’s Portfolio DBE Stock Details DBE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-2,365	Closed	-$30K	–	883
2017 Q3	$30K	Hold	2,365	–	–	0.02%	405
2017 Q2	$27K	Hold	2,365	–	–	0.02%	426
2017 Q1	$30K	Hold	2,365	–	–	0.02%	403
2016 Q4	$33K	Hold	2,365	–	–	0.02%	397
2016 Q3	$29K	Hold	2,365	–	–	0.02%	411
2016 Q2	$30K	Hold	2,365	–	–	0.02%	361
2016 Q1	$25K	Hold	2,365	–	–	0.02%	351
2015 Q4	$26K	Hold	2,365	–	–	0.02%	403
2015 Q3	$32K	Hold	2,365	–	–	0.03%	323
2015 Q2	$41K	Hold	2,365	–	–	0.03%	324
2015 Q1	$38K	Hold	2,365	–	–	0.03%	322
2014 Q4	$41K	Hold	2,365	–	–	0.03%	310
2014 Q3	$64K	Hold	2,365	–	–	0.06%	219
2014 Q2	$73K	Hold	2,365	–	–	0.07%	183
2014 Q1	$69K	Hold	2,365	–	–	0.08%	143
2013 Q4	$69K	Hold	2,365	–	–	0.04%	188
2013 Q3	$67K	Hold	2,365	–	–	0.04%	163
2013 Q2	$64K	Buy	+2,365	New	+$65.9K	0.05%	145

Other funds holding DBE

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

GLI

Guardian Life Insurance New York $199K AUM

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Plante Moran Financial Advisors's DBE Position: Q4 2017 in Review

Plante Moran Financial Advisors sold out of Invesco DB Energy Fund (DBE) in Q4 2017, closing a stake of 2,365 shares — an estimated $30K sold.

Plante Moran Financial Advisors first reported a position in DBE in Q2 2013 and held it in 18 quarters. The position peaked at $73K in Q2 2014. 39 funds tracked by Wall St. Rank hold DBE as of Q4 2017.

Plante Moran Financial Advisors reported no remaining Invesco DB Energy Fund position as of Q4 2017 after selling out during the quarter.
Plante Moran Financial Advisors sold 2,365 Invesco DB Energy Fund shares in Q4 2017, an estimated $30K.
Plante Moran Financial Advisors first reported a position in Invesco DB Energy Fund in Q2 2013 and held it in 18 quarters.
Plante Moran Financial Advisors's Invesco DB Energy Fund position peaked at $73K in Q2 2014.
39 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q4 2017.

Based on Plante Moran Financial Advisors's 13F filing for Q4 2017, filed 1 Feb 2018.