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Wagner Wealth Management (South Carolina)’s Invesco DB Oil Fund DBO Stock Holding History

Wagner Wealth Management (South Carolina)’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
2018
Q1 		– Sell
-1,000
Closed -$11K – 638
2017
Q4 		$11K Buy
+1,000
New +$9.38K 0.01% 390

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Envestnet Asset Management
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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
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Wagner Wealth Management (South Carolina)'s DBO Position: Q1 2018 in Review

Wagner Wealth Management (South Carolina) sold out of Invesco DB Oil Fund (DBO) in Q1 2018, closing a stake of 1,000 shares — an estimated $11K sold.

Wagner Wealth Management (South Carolina) first reported a position in DBO in Q4 2017 and held it in 1 quarter. The position peaked at $11K in Q4 2017. 57 funds tracked by Wall St. Rank hold DBO as of Q1 2018.

  • Wagner Wealth Management (South Carolina) reported no remaining Invesco DB Oil Fund position as of Q1 2018 after selling out during the quarter.
  • Wagner Wealth Management (South Carolina) sold 1,000 Invesco DB Oil Fund shares in Q1 2018, an estimated $11K.
  • Wagner Wealth Management (South Carolina) first reported a position in Invesco DB Oil Fund in Q4 2017 and held it in 1 quarter.
  • Wagner Wealth Management (South Carolina)'s Invesco DB Oil Fund position peaked at $11K in Q4 2017.
  • 57 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q1 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q1 2018, filed 10 May 2018.