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WealthPLAN Partners’s Invesco DB Precious Metals Fund DBP Stock Holding History

WealthPLAN Partners’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 		$2.71K Sell
70
-176
-72% -$7.28K ﹤0.01% 818
2016
Q2 		$2.87K Buy
+246
New +$9.47K ﹤0.01% 2157
2015
Q4 		$2.25K Buy
+70
New +$2.37K ﹤0.01% 1472

Other funds holding DBP

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
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
TYCC
Texas Yale Capital Corp St. Petersburg, Florida $4.61B AUM 50.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

WealthPLAN Partners's DBP Position: Q3 2016 in Review

WealthPLAN Partners reduced its Invesco DB Precious Metals Fund (DBP) stake by 72% in Q3 2016, selling an estimated $7.28K and leaving 70 shares worth $2.71K. The position accounts for ﹤0.01% of the portfolio, ranked #818.

WealthPLAN Partners first reported a position in DBP in Q4 2015 and has held it in 3 quarters since. The position peaked at $2.87K in Q2 2016. 58 funds tracked by Wall St. Rank hold DBP as of Q3 2016.

  • WealthPLAN Partners held 70 shares of Invesco DB Precious Metals Fund worth $2.71K as of Q3 2016.
  • WealthPLAN Partners sold 176 Invesco DB Precious Metals Fund shares in Q3 2016, an estimated $7.28K.
  • Invesco DB Precious Metals Fund made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #818 holding.
  • WealthPLAN Partners first reported a position in Invesco DB Precious Metals Fund in Q4 2015 and has held it in 3 quarters since.
  • WealthPLAN Partners's Invesco DB Precious Metals Fund position peaked at $2.87K in Q2 2016.
  • 58 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q3 2016.

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