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Stratos Wealth Partners’s Invesco DB Energy Fund DBE Stock Holding History

Stratos Wealth Partners’s Portfolio DBE Stock Details DBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-524
Closed -$8K – 3133
2017
Q4 		$8K Buy
+524
New +$7.2K ﹤0.01% 2226

Other funds holding DBE

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Stratos Wealth Partners's DBE Position: Q1 2018 in Review

Stratos Wealth Partners sold out of Invesco DB Energy Fund (DBE) in Q1 2018, closing a stake of 524 shares — an estimated $8K sold.

Stratos Wealth Partners first reported a position in DBE in Q4 2017 and held it in 1 quarter. The position peaked at $8K in Q4 2017. 40 funds tracked by Wall St. Rank hold DBE as of Q1 2018.

  • Stratos Wealth Partners reported no remaining Invesco DB Energy Fund position as of Q1 2018 after selling out during the quarter.
  • Stratos Wealth Partners sold 524 Invesco DB Energy Fund shares in Q1 2018, an estimated $8K.
  • Stratos Wealth Partners first reported a position in Invesco DB Energy Fund in Q4 2017 and held it in 1 quarter.
  • Stratos Wealth Partners's Invesco DB Energy Fund position peaked at $8K in Q4 2017.
  • 40 funds tracked by Wall St. Rank held Invesco DB Energy Fund as of Q1 2018.

Based on Stratos Wealth Partners's 13F filing for Q1 2018, filed 10 May 2018.