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

Pure 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
Q4 		– Sell
-10,281
Closed -$155K – 137
2019
Q3 		$155K Buy
+10,281
New +$157K 0.03% 130
2019
Q1 		– Sell
-14,334
Closed -$208K – 140
2018
Q4 		$208K Buy
+14,334
New +$235K 0.04% 140

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JPC
Jabodon PT Co Reno, Nevada $1.02B AUM 22.14% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
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
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Pure Financial Advisors's DBC Position: Q4 2019 in Review

Pure Financial Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2019, closing a stake of 10,281 shares — an estimated $155K sold.

Pure Financial Advisors first reported a position in DBC in Q4 2018 and held it in 2 quarters. The position peaked at $208K in Q4 2018. 188 funds tracked by Wall St. Rank hold DBC as of Q4 2019.

  • Pure Financial Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2019 after selling out during the quarter.
  • Pure Financial Advisors sold 10,281 Invesco DB Commodity Index Tracking Fund shares in Q4 2019, an estimated $155K.
  • Pure Financial Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2018 and held it in 2 quarters.
  • Pure Financial Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $208K in Q4 2018.
  • 188 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2019.

Based on Pure Financial Advisors's 13F filing for Q4 2019, filed 9 Jan 2020.