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 Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Private Advisory Group Redmond, Washington $1.85B AUM 50.66% 1-Year Est. Return

Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return

Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

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

WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 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.