TCI Wealth Advisors’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

TCI Wealth Advisors’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	-12,000	Closed	-$191K	–	1527
2019 Q4	$191K	Buy	+12,000	New	+$186K	0.07%	181
2017 Q3	–	Sell	-279	Closed	-$4K	–	1331
2017 Q2	$4K	Hold	279	–	–	﹤0.01%	796
2017 Q1	$4K	Hold	279	–	–	﹤0.01%	754
2016 Q4	$4K	Hold	279	–	–	﹤0.01%	811
2016 Q3	$4K	Hold	279	–	–	﹤0.01%	769
2016 Q2	$4K	Hold	279	–	–	﹤0.01%	759
2016 Q1	$4K	Hold	279	–	–	﹤0.01%	761
2015 Q4	$4K	Hold	279	–	–	﹤0.01%	741
2015 Q3	$4K	Hold	279	–	–	﹤0.01%	662
2015 Q2	$5K	Hold	279	–	–	﹤0.01%	637
2015 Q1	$5K	Hold	279	–	–	﹤0.01%	563
2014 Q4	$5K	Sell	279 -3,381	-92%	-$71.5K	﹤0.01%	551
2014 Q3	$85K	Hold	3,660	–	–	0.05%	185
2014 Q2	$97K	Hold	3,660	–	–	0.06%	174
2014 Q1	$96K	Sell	3,660 -3,300	-47%	-$84.4K	0.06%	173
2013 Q4	$179K	Hold	6,960	–	–	0.11%	132
2013 Q3	$179K	Hold	6,960	–	–	0.14%	113
2013 Q2	$175K	Buy	+6,960	New	+$182K	0.13%	116

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

FWM

FFT Wealth Management Philadelphia, Pennsylvania $638M AUM 21.7% 1-Year Est. Return

Creative Planning Overland Park, Kansas $171B AUM 24.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

TCI Wealth Advisors's DBC Position: Q1 2020 in Review

TCI Wealth Advisors sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q1 2020, closing a stake of 12,000 shares — an estimated $191K sold.

TCI Wealth Advisors first reported a position in DBC in Q2 2013 and held it in 18 quarters. The position peaked at $191K in Q4 2019. 179 funds tracked by Wall St. Rank hold DBC as of Q1 2020.

TCI Wealth Advisors reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q1 2020 after selling out during the quarter.
TCI Wealth Advisors sold 12,000 Invesco DB Commodity Index Tracking Fund shares in Q1 2020, an estimated $191K.
TCI Wealth Advisors first reported a position in Invesco DB Commodity Index Tracking Fund in Q2 2013 and held it in 18 quarters.
TCI Wealth Advisors's Invesco DB Commodity Index Tracking Fund position peaked at $191K in Q4 2019.
179 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q1 2020.

Based on TCI Wealth Advisors's 13F filing for Q1 2020, filed 14 Apr 2020.