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WFG Advisors’s Invesco DB Precious Metals Fund DBP Stock Holding History

WFG Advisors’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
2013
Q4 		– Sell
-215
Closed -$9K – 2234
2013
Q3 		$9K Buy
+215
New +$9.38K ﹤0.01% 1551

Other funds holding DBP

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RBC
Ronald Blue & Co Roswell, Georgia $3.1B AUM 12.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BA
Boston Advisors Boston, Massachusetts $1.91B AUM 6.26% 1-Year Est. Return
PAS
Partnervest Advisory Services Santa Barbara, California $315M AUM 21.3% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
MCM
Murphy Capital Management Bedminster, New Jersey $720M AUM 9.22% 1-Year Est. Return

WFG Advisors's DBP Position: Q4 2013 in Review

WFG Advisors sold out of Invesco DB Precious Metals Fund (DBP) in Q4 2013, closing a stake of 215 shares — an estimated $9K sold.

WFG Advisors first reported a position in DBP in Q3 2013 and held it in 1 quarter. The position peaked at $9K in Q3 2013. 41 funds tracked by Wall St. Rank hold DBP as of Q4 2013.

  • WFG Advisors reported no remaining Invesco DB Precious Metals Fund position as of Q4 2013 after selling out during the quarter.
  • WFG Advisors sold 215 Invesco DB Precious Metals Fund shares in Q4 2013, an estimated $9K.
  • WFG Advisors first reported a position in Invesco DB Precious Metals Fund in Q3 2013 and held it in 1 quarter.
  • WFG Advisors's Invesco DB Precious Metals Fund position peaked at $9K in Q3 2013.
  • 41 funds tracked by Wall St. Rank held Invesco DB Precious Metals Fund as of Q4 2013.

Based on WFG Advisors's 13F filing for Q4 2013, filed 14 Feb 2014.