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Tortoise Investment Management’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Tortoise Investment Management’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
2023
Q2 		– Sell
-2,225
Closed -$52.8K – 782
2023
Q1 		$52.8K Sell
2,225
-2,225
-50% -$53.3K 0.01% 331
2022
Q4 		$110K Hold
4,450
– – 0.02% 255
2022
Q3 		$106K Buy
+4,450
New +$113K 0.02% 244

Other funds holding DBC

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
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
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
LMIM
Lockheed Martin Investment Management Bethesda, Maryland $2.73B AUM 28.24% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
HS
HighVista Strategies Boston, Massachusetts $362M AUM 230.96% 1-Year Est. Return
SCM
SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
EC
Estate Counselors Thiensville, Wisconsin $1.12B AUM 20.13% 1-Year Est. Return

Tortoise Investment Management's DBC Position: Q2 2023 in Review

Tortoise Investment Management sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q2 2023, closing a stake of 2,225 shares — an estimated $52.8K sold.

Tortoise Investment Management first reported a position in DBC in Q3 2022 and held it in 3 quarters. The position peaked at $110K in Q4 2022. 233 funds tracked by Wall St. Rank hold DBC as of Q2 2023.

  • Tortoise Investment Management reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q2 2023 after selling out during the quarter.
  • Tortoise Investment Management sold 2,225 Invesco DB Commodity Index Tracking Fund shares in Q2 2023, an estimated $52.8K.
  • Tortoise Investment Management first reported a position in Invesco DB Commodity Index Tracking Fund in Q3 2022 and held it in 3 quarters.
  • Tortoise Investment Management's Invesco DB Commodity Index Tracking Fund position peaked at $110K in Q4 2022.
  • 233 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q2 2023.

Based on Tortoise Investment Management's 13F filing for Q2 2023, filed 7 Aug 2023.