Wealthspire Advisors (Maryland)’s Invesco DB Commodity Index Tracking Fund DBC Stock Holding History

Wealthspire Advisors (Maryland)’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
2017 Q4	–	Sell	-100	Closed	-$2K	–	2455
2017 Q3	$2K	Hold	100	–	–	﹤0.01%	1967
2017 Q2	$1K	Buy	+100	New	+$1.47K	﹤0.01%	2071
2017 Q1	–	Sell	-400	Closed	-$6K	–	1936
2016 Q4	$6K	Sell	400 -360	-47%	-$5.48K	﹤0.01%	1344
2016 Q3	$11K	Buy	760 +400	+111%	+$5.86K	﹤0.01%	1227
2016 Q2	$6K	Hold	360	–	–	﹤0.01%	1296
2016 Q1	$5K	Hold	360	–	–	﹤0.01%	1333
2015 Q4	$5K	Buy	+360	New	+$5.21K	﹤0.01%	1341

Other funds holding DBC

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MFM

MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return

PAS

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DBC Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Invesco DB Commodity Index Tracking Fund (DBC) in Q4 2017, closing a stake of 100 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in DBC in Q4 2015 and held it in 7 quarters. The position peaked at $11K in Q3 2016. 209 funds tracked by Wall St. Rank hold DBC as of Q4 2017.

Wealthspire Advisors (Maryland) reported no remaining Invesco DB Commodity Index Tracking Fund position as of Q4 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 100 Invesco DB Commodity Index Tracking Fund shares in Q4 2017, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Invesco DB Commodity Index Tracking Fund in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Invesco DB Commodity Index Tracking Fund position peaked at $11K in Q3 2016.
209 funds tracked by Wall St. Rank held Invesco DB Commodity Index Tracking Fund as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.