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Wilbanks Smith & Thomas Asset Management’s Invesco DB Base Metals Fund DBB Stock Holding History

Wilbanks Smith & Thomas Asset Management’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
2018
Q4 		– Sell
-100
Closed -$2K – 569
2018
Q3 		$2K Buy
+100
New +$1.63K ﹤0.01% 1385

Other funds holding DBB

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MFM
MD Financial Management Ottawa, Ontario, Canada $4.15B AUM 11.74% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
PL
Polianta Ltd St Helier, Jersey $809M AUM 10% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wilbanks Smith & Thomas Asset Management's DBB Position: Q4 2018 in Review

Wilbanks Smith & Thomas Asset Management sold out of Invesco DB Base Metals Fund (DBB) in Q4 2018, closing a stake of 100 shares — an estimated $2K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DBB in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 50 funds tracked by Wall St. Rank hold DBB as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco DB Base Metals Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 100 Invesco DB Base Metals Fund shares in Q4 2018, an estimated $2K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco DB Base Metals Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco DB Base Metals Fund position peaked at $2K in Q3 2018.
  • 50 funds tracked by Wall St. Rank held Invesco DB Base Metals Fund as of Q4 2018.

Based on Wilbanks Smith & Thomas Asset Management's 13F filing for Q4 2018, filed 8 Feb 2019.