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WealthPLAN Partners’s Invesco DB Base Metals Fund DBB Stock Holding History

WealthPLAN Partners’s Portfolio DBB Stock Details DBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$6.54K Buy
+468
New +$6.37K ﹤0.01% 663
2015
Q4 		$5.36K Buy
+1,350
New +$16.4K ﹤0.01% 1317

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

WealthPLAN Partners's DBB Position: Q3 2016 in Review

WealthPLAN Partners opened a new position in Invesco DB Base Metals Fund (DBB) in Q3 2016: 468 shares worth $6.54K. The stake represents ﹤0.01% of the portfolio and ranks #663 among its holdings. This is a return to the name: WealthPLAN Partners previously reported a position in DBB as recently as Q4 2015.

WealthPLAN Partners first reported a position in DBB in Q4 2015 and has held it in 2 quarters since. 56 funds tracked by Wall St. Rank hold DBB as of Q3 2016.

  • WealthPLAN Partners held 468 shares of Invesco DB Base Metals Fund worth $6.54K as of Q3 2016.
  • Invesco DB Base Metals Fund was a new WealthPLAN Partners position in Q3 2016.
  • Invesco DB Base Metals Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #663 holding.
  • WealthPLAN Partners first reported a position in Invesco DB Base Metals Fund in Q4 2015 and has held it in 2 quarters since.
  • 56 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.