WSTAM
DGL

Wilbanks Smith & Thomas Asset Management’s Invesco DB Gold Fund DGL Stock Holding History

Wilbanks Smith & Thomas Asset Management’s Portfolio DGL Stock Details DGL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$4K – 1570
2018
Q3 		$4K Buy
+100
New +$3.81K ﹤0.01% 1302

Other funds holding DGL

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Axa
Axa Paris, France $256M AUM 25.01% 1-Year Est. Return
MIH
Madison Investment Holdings Madison, Wisconsin $6.16B AUM 11.67% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Wilbanks Smith & Thomas Asset Management sold out of Invesco DB Gold Fund (DGL) in Q4 2018, closing a stake of 100 shares — an estimated $4K sold.

Wilbanks Smith & Thomas Asset Management first reported a position in DGL in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 31 funds tracked by Wall St. Rank hold DGL as of Q4 2018.

  • Wilbanks Smith & Thomas Asset Management reported no remaining Invesco DB Gold Fund position as of Q4 2018 after selling out during the quarter.
  • Wilbanks Smith & Thomas Asset Management sold 100 Invesco DB Gold Fund shares in Q4 2018, an estimated $4K.
  • Wilbanks Smith & Thomas Asset Management first reported a position in Invesco DB Gold Fund in Q3 2018 and held it in 1 quarter.
  • Wilbanks Smith & Thomas Asset Management's Invesco DB Gold Fund position peaked at $4K in Q3 2018.
  • 31 funds tracked by Wall St. Rank held Invesco DB Gold Fund as of Q4 2018.

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