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Sterling Investment Advisors (Pennsylvania)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Sterling Investment Advisors (Pennsylvania)’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
-1,185
Closed -$18K – 400
2019
Q4 		$18K Buy
+1,185
New +$18.4K 0.01% 303

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Victory Capital Management
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FWM
FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return
Creative Planning
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State Street
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MD
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Sterling Investment Advisors (Pennsylvania)'s DBC Position: Q1 2020 in Review

Sterling Investment Advisors (Pennsylvania) sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 1,185 shares — an estimated $18K sold.

Sterling Investment Advisors (Pennsylvania) first reported a position in DBC in Q4 2019 and held it in 1 quarter. The position peaked at $18K in Q4 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

  • Sterling Investment Advisors (Pennsylvania) reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
  • Sterling Investment Advisors (Pennsylvania) sold 1,185 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $18K.
  • Sterling Investment Advisors (Pennsylvania) first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2019 and held it in 1 quarter.
  • Sterling Investment Advisors (Pennsylvania)'s Invesco DB Commodity Index Tracking Fund position peaked at $18K in Q4 2019.
  • 179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on Sterling Investment Advisors (Pennsylvania)'s 13F filing for Q1 2020, filed 30 Apr 2020.