RAFFA WEALTH MANAGEMENT, LLC’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

RAFFA WEALTH MANAGEMENT, LLC’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
2016 Q4	–	Sell	-27,832	Closed	-$418K	–	885
2016 Q3	$418K	Hold	27,832	–	–	0.23%	25
2016 Q2	$427K	Hold	27,832	–	–	0.24%	25
2016 Q1	$370K	Buy	27,832 +15,210	+121%	+$195K	0.21%	31
2015 Q4	$169K	Hold	12,622	–	–	0.1%	52
2015 Q3	$191K	Hold	12,622	–	–	0.11%	50
2015 Q2	$227K	Hold	12,622	–	–	0.14%	47
2015 Q1	$215K	Hold	12,622	–	–	0.13%	47
2014 Q4	$233K	Hold	12,622	–	–	0.14%	43
2014 Q3	$293K	Hold	12,622	–	–	0.22%	35
2014 Q2	$335K	Hold	12,622	–	–	0.26%	32
2014 Q1	$330K	Hold	12,622	–	–	0.27%	31
2013 Q4	$233K	Buy	+12,622	New	+$324K	0.14%	43

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

PAS

Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return

USAA

United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

RAFFA WEALTH MANAGEMENT, LLC's DBC Position: Q4 2016 in Review

RAFFA WEALTH MANAGEMENT, LLC sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2016, closing a stake of 27,832 shares — an estimated $418K sold.

RAFFA WEALTH MANAGEMENT, LLC first reported a position in DBC in Q4 2013 and held it in 12 quarters. The position peaked at $427K in Q2 2016. 193 funds tracked by Wall St. Rank hold DBC as of Q4 2016.

RAFFA WEALTH MANAGEMENT, LLC reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2016 after selling out during the quarter.
RAFFA WEALTH MANAGEMENT, LLC sold 27,832 Invesco DB Commodity Index Tracking Fund shares in Q4 2016, an estimated $418K.
RAFFA WEALTH MANAGEMENT, LLC first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2013 and held it in 12 quarters.
RAFFA WEALTH MANAGEMENT, LLC's Invesco DB Commodity Index Tracking Fund position peaked at $427K in Q2 2016.
193 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2016.

Based on RAFFA WEALTH MANAGEMENT, LLC's 13F filing for Q4 2016, filed 27 Jul 2026.