SWIG
DBC icon

Strategic Wealth Investment Group’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Strategic Wealth Investment 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
Q2 		– Sell
-168,141
Closed -$1.89M – 82
2020
Q1 		$1.89M Buy
168,141
+41,698
+33% +$583K 3.08% 12
2019
Q4 		$2.02M Buy
+126,443
New +$1.96M 2.09% 15

Other funds holding DBC

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
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
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
MD
Money Design Tokyo, Japan $2.14B AUM 10.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Asset Management
Nomura Asset Management Tokyo, Japan $38.8B AUM 30.94% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Strategic Wealth Investment Group's DBC Position: Q2 2020 in Review

Strategic Wealth Investment Group sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2020, closing a stake of 168,141 shares — an estimated $1.89M sold.

Strategic Wealth Investment Group first reported a position in DBC in Q4 2019 and held it in 2 quarters. The position peaked at $2.02M in Q4 2019. 150 funds tracked by Wall St. Rank hold DBC as of Q2 2020.

  • Strategic Wealth Investment Group reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2020 after selling out during the quarter.
  • Strategic Wealth Investment Group sold 168,141 Invesco DB Commodity Index Tracking Fund shares in Q2 2020, an estimated $1.89M.
  • Strategic Wealth Investment Group first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2019 and held it in 2 quarters.
  • Strategic Wealth Investment Group's Invesco DB Commodity Index Tracking Fund position peaked at $2.02M in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2020.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2020, filed 13 Jul 2020.