AIM
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Advantage Investment Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Advantage Investment Management’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
Q1 		– Sell
-15
Closed – – 1069
2017
Q4 		$0 Sell
15
-164
-92% -$4K ﹤0.01% 1080
2017
Q3 		$4K Sell
179
-522
-74% -$12.6K ﹤0.01% 869
2017
Q2 		$17K Buy
701
+294
+72% +$7.47K 0.01% 593
2017
Q1 		$11K Sell
407
-31,864
-99% -$830K ﹤0.01% 672
2016
Q4 		$854K Sell
32,271
-498
-2% -$12.8K 0.32% 68
2016
Q3 		$809K Buy
32,769
+19,822
+153% +$491K 0.3% 64
2016
Q2 		$322K Buy
+12,947
New +$317K 0.15% 107

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $3.94B AUM 30.77% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $431B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return