Achievement Holdings’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Achievement Holdings’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
2015 Q4	–	Sell	-200,000	Closed	-$5.02M	–	127
2015 Q3	$5.02M	Hold	200,000	–	–	0.42%	66
2015 Q2	$5.01K	Buy	+200,000	New	+$5.05M	0.22%	90

Other funds holding UUP

ACM

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PWAG

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Achievement Holdings's UUP Position: Q4 2015 in Review

Achievement Holdings sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2015, closing a stake of 200,000 shares — an estimated $5.02M sold.

Achievement Holdings first reported a position in UUP in Q2 2015 and held it in 2 quarters. The position peaked at $5.02M in Q3 2015. 96 funds tracked by Wall St. Rank hold UUP as of Q4 2015.

Achievement Holdings reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2015 after selling out during the quarter.
Achievement Holdings sold 200,000 Invesco DB US Dollar Index Bullish Fund shares in Q4 2015, an estimated $5.02M.
Achievement Holdings first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2015 and held it in 2 quarters.
Achievement Holdings's Invesco DB US Dollar Index Bullish Fund position peaked at $5.02M in Q3 2015.
96 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2015.

Based on Achievement Holdings's 13F filing for Q4 2015.