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West Oak Capital’s iMGP DBi Managed Futures Strategy ETF DBMF Stock Holding History

West Oak Capital’s Portfolio DBMF Stock Details DBMF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		– Sell
-149
Closed -$4.48K – 315
2024
Q2 		$4.48K Buy
+149
New +$4.4K ﹤0.01% 274

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NW
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Northwestern Mutual Wealth Management
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Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
GA
Goldstein Advisors Madison, Wisconsin $1.09B AUM 23.69% 1-Year Est. Return
CPCM
Cardinal Point Capital Management Toronto, Ontario, Canada $1.77B AUM 26.72% 1-Year Est. Return
LGWM
Litman Gregory Wealth Management Larkspur, California $1.37B AUM 16.95% 1-Year Est. Return
SWRP
Summit Wealth & Retirement Planning San Ramon, California $472M AUM 25.49% 1-Year Est. Return
OIA
OneDigital Investment Advisors Overland Park, Kansas $11.8B AUM 21.23% 1-Year Est. Return

West Oak Capital's DBMF Position: Q3 2024 in Review

West Oak Capital sold out of iMGP DBi Managed Futures Strategy ETF (DBMF) in Q3 2024, closing a stake of 149 shares — an estimated $4.48K sold.

West Oak Capital first reported a position in DBMF in Q2 2024 and held it in 1 quarter. The position peaked at $4.48K in Q2 2024. 158 funds tracked by Wall St. Rank hold DBMF as of Q3 2024.

  • West Oak Capital reported no remaining iMGP DBi Managed Futures Strategy ETF position as of Q3 2024 after selling out during the quarter.
  • West Oak Capital sold 149 iMGP DBi Managed Futures Strategy ETF shares in Q3 2024, an estimated $4.48K.
  • West Oak Capital first reported a position in iMGP DBi Managed Futures Strategy ETF in Q2 2024 and held it in 1 quarter.
  • West Oak Capital's iMGP DBi Managed Futures Strategy ETF position peaked at $4.48K in Q2 2024.
  • 158 funds tracked by Wall St. Rank held iMGP DBi Managed Futures Strategy ETF as of Q3 2024.

Based on West Oak Capital's 13F filing for Q3 2024, filed 18 Oct 2024.