Acorn Wealth Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Acorn Wealth 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 Q3	–	Sell	-765	Closed	-$17K	–	418
2018 Q2	$17K	Hold	765	–	–	0.01%	423
2018 Q1	$17K	Hold	765	–	–	0.01%	418
2017 Q4	$17K	Buy	+765	New	+$16.9K	0.02%	405

Other funds holding UDN

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

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

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

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

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

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

PFBT

Parkside Financial Bank & Trust Saint Louis, Missouri $1.47B AUM 24.26% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $5.19B AUM 23.19% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Acorn Wealth Advisors's UDN Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2018, closing a stake of 765 shares — an estimated $17K sold.

Acorn Wealth Advisors first reported a position in UDN in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q2 2018. 12 funds tracked by Wall St. Rank hold UDN as of Q3 2018.

Acorn Wealth Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 765 Invesco DB US Dollar Index Bearish Fund shares in Q3 2018, an estimated $17K.
Acorn Wealth Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $17K in Q2 2018.
12 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.