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SignatureFD’s Invesco DB Oil Fund DBO Stock Holding History

SignatureFD’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-525
Closed -$8K – 982
2014
Q4 		$8K Buy
525
+388
+283% +$8.43K ﹤0.01% 520
2014
Q3 		$4K Hold
137
– – ﹤0.01% 553
2014
Q2 		$4K Buy
+137
New +$4.03K ﹤0.01% 622

Other funds holding DBO

CSIA
Charles Schwab Investment Advisory San Francisco, California $72.8B AUM 10.03% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

SignatureFD's DBO Position: Q1 2015 in Review

SignatureFD sold out of Invesco DB Oil Fund (DBO) in Q1 2015, closing a stake of 525 shares — an estimated $8K sold.

SignatureFD first reported a position in DBO in Q2 2014 and held it in 3 quarters. The position peaked at $8K in Q4 2014. 49 funds tracked by Wall St. Rank hold DBO as of Q1 2015.

  • SignatureFD reported no remaining Invesco DB Oil Fund position as of Q1 2015 after selling out during the quarter.
  • SignatureFD sold 525 Invesco DB Oil Fund shares in Q1 2015, an estimated $8K.
  • SignatureFD first reported a position in Invesco DB Oil Fund in Q2 2014 and held it in 3 quarters.
  • SignatureFD's Invesco DB Oil Fund position peaked at $8K in Q4 2014.
  • 49 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2015.

Based on SignatureFD's 13F filing for Q1 2015, filed 15 Apr 2015.