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

Apriem 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
2015
Q1 		– Sell
-500
Closed -$12K – 590
2014
Q4 		$12K Hold
500
– – ﹤0.01% 360
2014
Q3 		$11K Buy
+500
New +$11K ﹤0.01% 374
2014
Q2 		– Sell
-500
Closed -$10.7K – 507
2014
Q1 		$11K Hold
500
– – ﹤0.01% 355
2013
Q4 		$11K Hold
500
– – ﹤0.01% 350
2013
Q3 		$11K Hold
500
– – ﹤0.01% 348
2013
Q2 		$11K Buy
+500
New +$11.2K 0.01% 324

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CS
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Bank of America
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STMM
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Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $11.8B AUM 23.45% 1-Year Est. Return