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TRUE Private Wealth Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

TRUE Private Wealth Advisors’s Portfolio DBP Stock Details DBP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-77,703
Closed -$3.18M – 150
2016
Q2 		$3.18M Buy
+77,703
New +$2.99M 1.06% 18

Other funds holding DBP

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $3.52B AUM 52.63% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

TRUE Private Wealth Advisors's DBP Position: Q3 2016 in Review

TRUE Private Wealth Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q3 2016, closing a stake of 77,703 shares — an estimated $3.18M sold.

TRUE Private Wealth Advisors first reported a position in DBP in Q2 2016 and held it in 1 quarter. The position peaked at $3.18M in Q2 2016. 57 funds tracked by Wall St. Rank hold DBP as of Q3 2016.

  • TRUE Private Wealth Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q3 2016 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 77,703 Invesco DB Precious Metals Fund shares in Q3 2016, an estimated $3.18M.
  • TRUE Private Wealth Advisors first reported a position in Invesco DB Precious Metals Fund in Q2 2016 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Invesco DB Precious Metals Fund position peaked at $3.18M in Q2 2016.
  • 57 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2016.

Based on TRUE Private Wealth Advisors's 13F filing for Q3 2016, filed 8 Nov 2016.