TWA
DBO icon

TCI Wealth Advisors’s Invesco DB Oil Fund DBO Stock Holding History

TCI Wealth Advisors’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-408
Closed -$5K – 1031
2015
Q3 		$5K Buy
+408
New +$4.85K ﹤0.01% 617

Other funds holding DBO

SCM
Sandler Capital Management New York $193M AUM 77.14% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRS
Edmond de Rothschild (Suisse) Geneva, Switzerland $325M AUM 9.15% 1-Year Est. Return

TCI Wealth Advisors's DBO Position: Q4 2015 in Review

TCI Wealth Advisors sold out of Invesco DB Oil Fund (DBO) in Q4 2015, closing a stake of 408 shares — an estimated $5K sold.

TCI Wealth Advisors first reported a position in DBO in Q3 2015 and held it in 1 quarter. The position peaked at $5K in Q3 2015. 51 funds tracked by Wall St. Rank hold DBO as of Q4 2015.

  • TCI Wealth Advisors reported no remaining Invesco DB Oil Fund position as of Q4 2015 after selling out during the quarter.
  • TCI Wealth Advisors sold 408 Invesco DB Oil Fund shares in Q4 2015, an estimated $5K.
  • TCI Wealth Advisors first reported a position in Invesco DB Oil Fund in Q3 2015 and held it in 1 quarter.
  • TCI Wealth Advisors's Invesco DB Oil Fund position peaked at $5K in Q3 2015.
  • 51 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q4 2015.

Based on TCI Wealth Advisors's 13F filing for Q4 2015, filed 10 Feb 2016.