RIA
DBC icon

Realta Investment Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Realta Investment 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
-592
Closed -$9K – 1605
2019
Q3 		$9K Hold
592
– – ﹤0.01% 1133
2019
Q2 		$10K Hold
592
– – ﹤0.01% 1129
2019
Q1 		$10K Buy
+592
New +$9.26K ﹤0.01% 899

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 $860M AUM 17.81% 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

Realta Investment Advisors's DBC Position: Q4 2019 in Review

Realta Investment Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2019, closing a stake of 592 shares — an estimated $9K sold.

Realta Investment Advisors first reported a position in DBC in Q1 2019 and held it in 3 quarters. The position peaked at $10K in Q2 2019. 188 funds tracked by Wall St. Rank hold DBC as of Q4 2019.

  • Realta Investment Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 592 Invesco DB Commodity Index Tracking Fund shares in Q4 2019, an estimated $9K.
  • Realta Investment Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q1 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $10K in Q2 2019.
  • 188 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2019.

Based on Realta Investment Advisors's 13F filing for Q4 2019, filed 5 Feb 2020.