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

Ancora 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
Q4 		– Sell
-4,000
Closed -$101K – 1161
2018
Q3 		$101K Buy
+4,000
New +$101K ﹤0.01% 750

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
HH
Hilltop Holdings Dallas, Texas $1.29B AUM 35.96% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $9.98B AUM 26.5% 1-Year Est. Return

Ancora Advisors's UUP Position: Q4 2018 in Review

Ancora Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2018, closing a stake of 4,000 shares — an estimated $101K sold.

Ancora Advisors first reported a position in UUP in Q3 2018 and held it in 1 quarter. The position peaked at $101K in Q3 2018. 81 funds tracked by Wall St. Rank hold UUP as of Q4 2018.

  • Ancora Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2018 after selling out during the quarter.
  • Ancora Advisors sold 4,000 Invesco DB US Dollar Index Bullish Fund shares in Q4 2018, an estimated $101K.
  • Ancora Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2018 and held it in 1 quarter.
  • Ancora Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $101K in Q3 2018.
  • 81 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2018.

Based on Ancora Advisors's 13F filing for Q4 2018, filed 15 Feb 2019.