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Argentus Capital Management’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Argentus Capital Management’s Portfolio USDU Stock Details USDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-2,241
Closed -$59K – 466
2016
Q3 		$59K Sell
2,241
-263
-11% -$6.9K 0.02% 421
2016
Q2 		$66K Buy
2,504
+1,141
+84% +$29.9K 0.03% 422
2016
Q1 		$36K Buy
1,363
+595
+77% +$16.2K 0.01% 459
2015
Q4 		$21K Sell
768
-779
-50% -$22.3K 0.01% 459
2015
Q3 		$45K Buy
+1,547
New +$44.3K 0.01% 481

Other funds holding USDU

PAG
Pinnacle Advisory Group Columbia, Maryland $2.17B AUM 39.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
NA
Nottingham Advisors Amherst, New York $777M AUM 14.68% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SFA
Sequoia Financial Advisors Akron, Ohio $20.1B AUM 24.77% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
CB
Community Bank Dewitt, New York $840M AUM 22.23% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Argentus Capital Management's USDU Position: Q4 2016 in Review

Argentus Capital Management sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2016, closing a stake of 2,241 shares — an estimated $59K sold.

Argentus Capital Management first reported a position in USDU in Q3 2015 and held it in 5 quarters. The position peaked at $66K in Q2 2016. 38 funds tracked by Wall St. Rank hold USDU as of Q4 2016.

  • Argentus Capital Management reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2016 after selling out during the quarter.
  • Argentus Capital Management sold 2,241 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2016, an estimated $59K.
  • Argentus Capital Management first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and held it in 5 quarters.
  • Argentus Capital Management's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $66K in Q2 2016.
  • 38 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2016.

Based on Argentus Capital Management's 13F filing for Q4 2016.