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Acorn Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Acorn Wealth 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
2018
Q3 		– Sell
-3,734
Closed -$93K – 422
2018
Q2 		$93K Hold
3,734
– – 0.08% 189
2018
Q1 		$90K Sell
3,734
-2,277
-38% -$53.6K 0.08% 186
2017
Q4 		$145K Buy
+6,011
New +$146K 0.13% 131

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2018, closing a stake of 3,734 shares — an estimated $93K sold.

Acorn Wealth Advisors first reported a position in UUP in Q4 2017 and held it in 3 quarters. The position peaked at $145K in Q4 2017. 67 funds tracked by Wall St. Rank hold UUP as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 3,734 Invesco DB US Dollar Index Bullish Fund shares in Q3 2018, an estimated $93K.
  • Acorn Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $145K in Q4 2017.
  • 67 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2018.

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