Accuvest Global Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Accuvest Global Advisors’s Portfolio UDN Stock Details UDN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-85,144	Closed	-$1.91M	–	111
2017 Q4	$1.91M	Buy	85,144 +39,713	+87%	+$878K	1.4%	20
2017 Q3	$1.01M	Buy	+45,431	New	+$1.01M	0.86%	29

Other funds holding UDN

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Simplex Trading Chicago, Illinois $171B AUM 85% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

AWA

Acorn Wealth Advisors Grand Blanc, Michigan $410M AUM 21.57% 1-Year Est. Return

Accuvest Global Advisors's UDN Position: Q1 2018 in Review

Accuvest Global Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2018, closing a stake of 85,144 shares — an estimated $1.91M sold.

Accuvest Global Advisors first reported a position in UDN in Q3 2017 and held it in 2 quarters. The position peaked at $1.91M in Q4 2017. 14 funds tracked by Wall St. Rank hold UDN as of Q1 2018.

Accuvest Global Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2018 after selling out during the quarter.
Accuvest Global Advisors sold 85,144 Invesco DB US Dollar Index Bearish Fund shares in Q1 2018, an estimated $1.91M.
Accuvest Global Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2017 and held it in 2 quarters.
Accuvest Global Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $1.91M in Q4 2017.
14 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2018.

Based on Accuvest Global Advisors's 13F filing for Q1 2018, filed 11 Apr 2018.