BRWM
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B. Riley Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

B. Riley Wealth Management’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
2016
Q1 		– Sell
-9,343
Closed -$239K – 161
2015
Q4 		$239K Buy
9,343
+1,110
+13% +$28.2K 0.31% 122
2015
Q3 		$206K Hold
8,233
– – 0.29% 141
2015
Q2 		$206K Buy
8,233
+7,385
+871% +$186K 0.16% 182
2015
Q1 		$21K Sell
848
-420
-33% -$10.6K 0.02% 603
2014
Q4 		$30K Sell
1,268
-1,095
-46% -$25.4K 0.02% 492
2014
Q3 		$54K Buy
2,363
+1,268
+116% +$27.8K 0.04% 396
2014
Q2 		$23K Sell
1,095
-600
-35% -$12.8K 0.01% 633
2014
Q1 		$36K Buy
+1,695
New +$36.5K 0.03% 514

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.49B AUM 20.06% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $245B AUM 31.4% 1-Year Est. Return