Squar Milner Financial Services’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Squar Milner Financial Services’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 Q2	–	Sell	-2,019	Closed	-$22K	–	325
2020 Q1	$22K	Hold	2,019	–	–	0.01%	454
2019 Q4	$32K	Buy	+2,019	New	+$31.3K	0.02%	457
2019 Q3	–	Sell	-2,019	Closed	-$32K	–	328
2019 Q2	$32K	Hold	2,019	–	–	0.02%	402
2019 Q1	$32K	Hold	2,019	–	–	0.02%	376
2018 Q4	$29K	Hold	2,019	–	–	0.03%	354
2018 Q3	$36K	Hold	2,019	–	–	0.03%	346
2018 Q2	$36K	Buy	+2,019	New	+$35.5K	0.03%	391

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Squar Milner Financial Services's DBC Position: Q2 2020 in Review

Squar Milner Financial Services sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2020, closing a stake of 2,019 shares — an estimated $22K sold.

Squar Milner Financial Services first reported a position in DBC in Q2 2018 and held it in 7 quarters. The position peaked at $36K in Q3 2018. 150 funds tracked by Wall St. Rank hold DBC as of Q2 2020.

Squar Milner Financial Services reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2020 after selling out during the quarter.
Squar Milner Financial Services sold 2,019 Invesco DB Commodity Index Tracking Fund shares in Q2 2020, an estimated $22K.
Squar Milner Financial Services first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2018 and held it in 7 quarters.
Squar Milner Financial Services's Invesco DB Commodity Index Tracking Fund position peaked at $36K in Q3 2018.
150 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2020.

Based on Squar Milner Financial Services's 13F filing for Q2 2020, filed 16 Jul 2020.