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	–	503
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

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $14.3B AUM 34.42% 1-Year Est. Return

Apriem Advisors's UUP Position: Q1 2015 in Review

Apriem Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2015, closing a stake of 500 shares — an estimated $12K sold.

Apriem Advisors first reported a position in UUP in Q2 2013 and held it in 6 quarters. The position peaked at $12K in Q4 2014. 98 funds tracked by Wall St. Rank hold UUP as of Q1 2015.

Apriem Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2015 after selling out during the quarter.
Apriem Advisors sold 500 Invesco DB US Dollar Index Bullish Fund shares in Q1 2015, an estimated $12K.
Apriem Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 6 quarters.
Apriem Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $12K in Q4 2014.
98 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2015.

Based on Apriem Advisors's 13F filing for Q1 2015, filed 7 May 2015.