Beacon Capital Management Inc (Ohio)’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

Beacon Capital Management Inc (Ohio)’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
2020 Q3	–	Sell	-36	Closed	-$1K	–	107
2020 Q2	$1K	Hold	36	–	–	﹤0.01%	63
2020 Q1	$1K	Hold	36	–	–	﹤0.01%	103
2019 Q4	$1K	Hold	36	–	–	﹤0.01%	55
2019 Q3	$1K	Hold	36	–	–	﹤0.01%	56
2019 Q2	$1K	Hold	36	–	–	﹤0.01%	85
2019 Q1	$1K	Hold	36	–	–	﹤0.01%	64
2018 Q4	$1K	Hold	36	–	–	﹤0.01%	55
2018 Q3	$1K	Hold	36	–	–	﹤0.01%	58
2018 Q2	$1K	Hold	36	–	–	﹤0.01%	72
2018 Q1	$1K	Hold	36	–	–	﹤0.01%	75
2017 Q4	$1K	Sell	36 -11	-23%	-$287	﹤0.01%	94
2017 Q3	$1K	Hold	47	–	–	﹤0.01%	66
2017 Q2	$1K	Hold	47	–	–	﹤0.01%	59
2017 Q1	$1K	Hold	47	–	–	﹤0.01%	63
2016 Q4	$1K	Hold	47	–	–	﹤0.01%	60
2016 Q3	$1K	Hold	47	–	–	﹤0.01%	100
2016 Q2	$1K	Buy	47 +5	+12%	+$131	﹤0.01%	143
2016 Q1	$1K	Hold	42	–	–	﹤0.01%	176
2015 Q4	$1K	Sell	42 -75	-64%	-$2.15K	﹤0.01%	227
2015 Q3	$3K	Buy	+117	New	+$3.35K	﹤0.01%	193

Other funds holding USDU

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

PPW

Pasadena Private Wealth Pasadena, California $723M AUM 18.72% 1-Year Est. Return

CCMG

Clark Capital Management Group Philadelphia, Pennsylvania $16.2B AUM 29.8% 1-Year Est. Return

SPFA

Summit Place Financial Advisors Summit, New Jersey $208M AUM 29.36% 1-Year Est. Return

CAN

Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Legacy Bridge West Des Moines, Iowa $262M AUM 56.69% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Beacon Capital Management Inc (Ohio)'s USDU Position: Q3 2020 in Review

Beacon Capital Management Inc (Ohio) sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2020, closing a stake of 36 shares — an estimated $1K sold.

Beacon Capital Management Inc (Ohio) first reported a position in USDU in Q3 2015 and held it in 20 quarters. The position peaked at $3K in Q3 2015. 27 funds tracked by Wall St. Rank hold USDU as of Q3 2020.

Beacon Capital Management Inc (Ohio) reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2020 after selling out during the quarter.
Beacon Capital Management Inc (Ohio) sold 36 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2020, an estimated $1K.
Beacon Capital Management Inc (Ohio) first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q3 2015 and held it in 20 quarters.
Beacon Capital Management Inc (Ohio)'s WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $3K in Q3 2015.
27 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2020.

Based on Beacon Capital Management Inc (Ohio)'s 13F filing for Q3 2020, filed 7 Oct 2020.