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Sonora Investment Management’s Invesco DB Oil Fund DBO Stock Holding History

Sonora Investment Management’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
2017
Q3 		– Sell
-34
Closed -$274 – 1194
2017
Q2 		$274 Hold
34
– – ﹤0.01% 962
2017
Q1 		$299 Hold
34
– – ﹤0.01% 910
2016
Q4 		$329 Hold
34
– – ﹤0.01% 827
2016
Q3 		$302 Hold
34
– – ﹤0.01% 808
2016
Q2 		$311 Hold
34
– – ﹤0.01% 831
2016
Q1 		$281 Hold
34
– – ﹤0.01% 926
2015
Q4 		$0 Hold
34
– – ﹤0.01% 874
2015
Q3 		$0 Buy
+34
New +$404 ﹤0.01% 1085

Other funds holding DBO

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $3.02B AUM 91.56% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Sonora Investment Management's DBO Position: Q3 2017 in Review

Sonora Investment Management sold out of Invesco DB Oil Fund (DBO) in Q3 2017, closing a stake of 34 shares — an estimated $274 sold.

Sonora Investment Management first reported a position in DBO in Q3 2015 and held it in 8 quarters. The position peaked at $329 in Q4 2016. 52 funds tracked by Wall St. Rank hold DBO as of Q3 2017.

  • Sonora Investment Management reported no remaining Invesco DB Oil Fund position as of Q3 2017 after selling out during the quarter.
  • Sonora Investment Management sold 34 Invesco DB Oil Fund shares in Q3 2017, an estimated $274.
  • Sonora Investment Management first reported a position in Invesco DB Oil Fund in Q3 2015 and held it in 8 quarters.
  • Sonora Investment Management's Invesco DB Oil Fund position peaked at $329 in Q4 2016.
  • 52 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2017.

Based on Sonora Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.