WAS
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Winch Advisory Services’s Invesco DB Oil Fund DBO Stock Holding History

Winch Advisory Services’s Portfolio DBO Stock Details DBO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-185
Closed -$2K – 261
2015
Q3 		$2K Hold
185
– – ﹤0.01% 193
2015
Q2 		$3K Hold
185
– – ﹤0.01% 230
2015
Q1 		$2K Buy
+185
New +$2.59K ﹤0.01% 266

Other funds holding DBO

SCM
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Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
EDRH
Edmond de Rothschild Holding Chambesy, Switzerland $6.91B AUM 19.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EDRS
Edmond de Rothschild (Suisse) Geneva, Switzerland $325M AUM 9.15% 1-Year Est. Return