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Winslow Evans & Crocker’s Invesco DB Oil Fund DBO Stock Holding History

Winslow Evans & Crocker’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
2018
Q3 		– Sell
-650
Closed -$10K – 1110
2018
Q2 		$10K Buy
+650
New +$7.71K ﹤0.01% 789

Other funds holding DBO

GLI
Guardian Life Insurance New York $199K AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $17.1B AUM 15.7% 1-Year Est. Return
ACM
Arlington Capital Management Arlington Heights, Illinois $161M AUM 38.38% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $807M AUM 65.46% 1-Year Est. Return
BCM
Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HFM
Harvest Fund Management Beijing, China $2.35B AUM 49.85% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's DBO Position: Q3 2018 in Review

Winslow Evans & Crocker sold out of Invesco DB Oil Fund (DBO) in Q3 2018, closing a stake of 650 shares — an estimated $10K sold.

Winslow Evans & Crocker first reported a position in DBO in Q2 2018 and held it in 1 quarter. The position peaked at $10K in Q2 2018. 58 funds tracked by Wall St. Rank hold DBO as of Q3 2018.

  • Winslow Evans & Crocker reported no remaining Invesco DB Oil Fund position as of Q3 2018 after selling out during the quarter.
  • Winslow Evans & Crocker sold 650 Invesco DB Oil Fund shares in Q3 2018, an estimated $10K.
  • Winslow Evans & Crocker first reported a position in Invesco DB Oil Fund in Q2 2018 and held it in 1 quarter.
  • Winslow Evans & Crocker's Invesco DB Oil Fund position peaked at $10K in Q2 2018.
  • 58 funds tracked by Wall St. Rank held Invesco DB Oil Fund as of Q3 2018.

Based on Winslow Evans & Crocker's 13F filing for Q3 2018, filed 15 Oct 2018.