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Apriem Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Apriem Advisors’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
2016
Q2 		– Sell
-400
Closed -$9K – 643
2016
Q1 		$9K Sell
400
-400
-50% -$8.68K ﹤0.01% 392
2015
Q4 		$17K Hold
800
– – 0.01% 323
2015
Q3 		$18K Hold
800
– – 0.01% 308
2015
Q2 		$18K Buy
+800
New +$17.6K 0.01% 344

Other funds holding UDN

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Apriem Advisors's UDN Position: Q2 2016 in Review

Apriem Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q2 2016, closing a stake of 400 shares — an estimated $9K sold.

Apriem Advisors first reported a position in UDN in Q2 2015 and held it in 4 quarters. The position peaked at $18K in Q3 2015. 21 funds tracked by Wall St. Rank hold UDN as of Q2 2016.

  • Apriem Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q2 2016 after selling out during the quarter.
  • Apriem Advisors sold 400 Invesco DB US Dollar Index Bearish Fund shares in Q2 2016, an estimated $9K.
  • Apriem Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2015 and held it in 4 quarters.
  • Apriem Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $18K in Q3 2015.
  • 21 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q2 2016.

Based on Apriem Advisors's 13F filing for Q2 2016, filed 12 Aug 2016.