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Winslow Evans & Crocker’s Invesco DB Agriculture Fund DBA Stock Holding History

Winslow Evans & Crocker’s Portfolio DBA Stock Details DBA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-200
Closed -$5.49K – 1396
2014
Q2 		$5.49K Hold
200
– – ﹤0.01% 1006
2014
Q1 		$5.67K Hold
200
– – ﹤0.01% 994
2013
Q4 		$5K Buy
+200
New +$5K ﹤0.01% 1123

Other funds holding DBA

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
GLI
Guardian Life Insurance New York $199K AUM
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
QI
QS Investors New York $8.47B AUM 30.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Winslow Evans & Crocker's DBA Position: Q3 2014 in Review

Winslow Evans & Crocker sold out of Invesco DB Agriculture Fund (DBA) in Q3 2014, closing a stake of 200 shares — an estimated $5.49K sold.

Winslow Evans & Crocker first reported a position in DBA in Q4 2013 and held it in 3 quarters. The position peaked at $5.67K in Q1 2014. 105 funds tracked by Wall St. Rank hold DBA as of Q3 2014.

  • Winslow Evans & Crocker reported no remaining Invesco DB Agriculture Fund position as of Q3 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 200 Invesco DB Agriculture Fund shares in Q3 2014, an estimated $5.49K.
  • Winslow Evans & Crocker first reported a position in Invesco DB Agriculture Fund in Q4 2013 and held it in 3 quarters.
  • Winslow Evans & Crocker's Invesco DB Agriculture Fund position peaked at $5.67K in Q1 2014.
  • 105 funds tracked by Wall St. Rank held Invesco DB Agriculture Fund as of Q3 2014.

Based on Winslow Evans & Crocker's 13F filing for Q3 2014, filed 21 Oct 2014.