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Advisor Group’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Advisor Group’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
2017
Q3 		– Sell
-500
Closed -$11K – 4950
2017
Q2 		$11K Hold
500
– – ﹤0.01% 3875
2017
Q1 		$10K Hold
500
– – ﹤0.01% 3791
2016
Q4 		$10K Buy
+500
New +$10.5K ﹤0.01% 3633

Other funds holding UDN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PAG
Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Advisor Group's UDN Position: Q3 2017 in Review

Advisor Group sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2017, closing a stake of 500 shares — an estimated $11K sold.

Advisor Group first reported a position in UDN in Q4 2016 and held it in 3 quarters. The position peaked at $11K in Q2 2017. 20 funds tracked by Wall St. Rank hold UDN as of Q3 2017.

  • Advisor Group reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 500 Invesco DB US Dollar Index Bearish Fund shares in Q3 2017, an estimated $11K.
  • Advisor Group first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2016 and held it in 3 quarters.
  • Advisor Group's Invesco DB US Dollar Index Bearish Fund position peaked at $11K in Q2 2017.
  • 20 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.