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Accuvest Global Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Accuvest Global Advisors’s Portfolio UUP Stock Details UUP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-508,376
Closed -$12.9M – 133
2018
Q4 		$12.9M Buy
508,376
+468,837
+1,186% +$12M 6.72% 2
2018
Q3 		$999K Sell
39,539
-161,585
-80% -$4.06M 0.37% 46
2018
Q2 		$5.02M Buy
+201,124
New +$4.9M 1.94% 12
2017
Q1 		– Sell
-199,215
Closed -$5.27M – 106
2016
Q4 		$5.27M Buy
199,215
+11,195
+6% +$289K 4.78% 4
2016
Q3 		$4.64M Buy
188,020
+179,910
+2,218% +$4.45M 1.29% 19
2016
Q2 		$201K Buy
+8,110
New +$199K 0.12% 63
2016
Q1 		– Sell
-190,375
Closed -$4.88M – 74
2015
Q4 		$4.88M Buy
+190,375
New +$4.84M 2.12% 15
2015
Q3 		– Sell
-218,750
Closed -$5.47M – 87
2015
Q2 		$5.47M Sell
218,750
-104,385
-32% -$2.63M 2.04% 14
2015
Q1 		$8.37M Sell
323,135
-224,475
-41% -$5.65M 3.23% 9
2014
Q4 		$13.1M Buy
547,610
+382,185
+231% +$8.88M 2.81% 9
2014
Q3 		$3.78M Sell
165,425
-128,040
-44% -$2.81M 1.24% 21
2014
Q2 		$6.24M Buy
293,465
+17,245
+6% +$369K 1.91% 18
2014
Q1 		$5.93M Buy
+276,220
New +$5.96M 1.54% 18

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
DWA
Dorsey Wright & Associates Pasadena, California $590M AUM 77.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return

Accuvest Global Advisors's UUP Position: Q1 2019 in Review

Accuvest Global Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2019, closing a stake of 508,376 shares — an estimated $12.9M sold.

Accuvest Global Advisors first reported a position in UUP in Q1 2014 and held it in 13 quarters. The position peaked at $13.1M in Q4 2014. 73 funds tracked by Wall St. Rank hold UUP as of Q1 2019.

  • Accuvest Global Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2019 after selling out during the quarter.
  • Accuvest Global Advisors sold 508,376 Invesco DB US Dollar Index Bullish Fund shares in Q1 2019, an estimated $12.9M.
  • Accuvest Global Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2014 and held it in 13 quarters.
  • Accuvest Global Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $13.1M in Q4 2014.
  • 73 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2019.

Based on Accuvest Global Advisors's 13F filing for Q1 2019, filed 30 Apr 2019.