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Sowa Financial Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Sowa Financial Group’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
2020
Q1 		– Sell
-18
Closed – – 362
2019
Q4 		$0 Buy
+18
New +$279 ﹤0.01% 365

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Morgan Stanley
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Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
FWM
FFT Wealth Management Philadelphia, Pennsylvania $552M AUM 16.82% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

Sowa Financial Group's DBC Position: Q1 2020 in Review

Sowa Financial Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 18 shares.

Sowa Financial Group first reported a position in DBC in Q4 2019 and held it in 1 quarter. The position peaked at $0 in Q4 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

  • Sowa Financial Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
  • Sowa Financial Group sold 18 Invesco DB Commodity Index Tracking Fund shares in Q1 2020.
  • Sowa Financial Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2019 and held it in 1 quarter.
  • Sowa Financial Group's Invesco DB Commodity Index Tracking Fund position peaked at $0 in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on Sowa Financial Group's 13F filing for Q1 2020, filed 29 Apr 2020.