Wealthspire Advisors (New York)
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Wealthspire Advisors (New York)’s Invesco DB Base Metals Fund DBB Stock Holding History

Wealthspire Advisors (New York)’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
2019
Q1 		– Sell
-1,200
Closed -$18K – 224
2018
Q4 		$18K Buy
+1,200
New +$19.5K ﹤0.01% 360

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
MD Financial Management
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
PineBridge Investments
PineBridge Investments New York $12.1B AUM 33.46% 1-Year Est. Return
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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
BCM
Barometer Capital Management Toronto, Ontario, Canada $360M AUM 83.37% 1-Year Est. Return

Wealthspire Advisors (New York)'s DBB Position: Q1 2019 in Review

Wealthspire Advisors (New York) sold out of Invesco DB Base Metals Fund (DBB) in Q1 2019, closing a stake of 1,200 shares — an estimated $18K sold.

Wealthspire Advisors (New York) first reported a position in DBB in Q4 2018 and held it in 1 quarter. The position peaked at $18K in Q4 2018. 47 funds tracked by Wall St. Rank hold DBB as of Q1 2019.

  • Wealthspire Advisors (New York) reported no remaining Invesco DB Base Metals Fund position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (New York) sold 1,200 Invesco DB Base Metals Fund shares in Q1 2019, an estimated $18K.
  • Wealthspire Advisors (New York) first reported a position in Invesco DB Base Metals Fund in Q4 2018 and held it in 1 quarter.
  • Wealthspire Advisors (New York)'s Invesco DB Base Metals Fund position peaked at $18K in Q4 2018.
  • 47 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q1 2019.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2019, filed 8 May 2019.