RPCONE
DBC icon

Retirement Planning Company of New England’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Retirement Planning Company of New England’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
2022
Q1 		– Sell
-142
Closed -$2K – 368
2021
Q4 		$2K Buy
+142
New +$2.96K ﹤0.01% 848

Other funds holding DBC

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
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 $530B AUM 22.01% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.53B AUM 37.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return

Retirement Planning Company of New England's DBC Position: Q1 2022 in Review

Retirement Planning Company of New England sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2022, closing a stake of 142 shares — an estimated $2K sold.

Retirement Planning Company of New England first reported a position in DBC in Q4 2021 and held it in 1 quarter. The position peaked at $2K in Q4 2021. 301 funds tracked by Wall St. Rank hold DBC as of Q1 2022.

  • Retirement Planning Company of New England reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2022 after selling out during the quarter.
  • Retirement Planning Company of New England sold 142 Invesco DB Commodity Index Tracking Fund shares in Q1 2022, an estimated $2K.
  • Retirement Planning Company of New England first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2021 and held it in 1 quarter.
  • Retirement Planning Company of New England's Invesco DB Commodity Index Tracking Fund position peaked at $2K in Q4 2021.
  • 301 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2022.

Based on Retirement Planning Company of New England's 13F filing for Q1 2022, filed 6 May 2022.