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

Beaumont Financial 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
2013
Q4 		– Sell
-159,650
Closed -$3.45M – 167
2013
Q3 		$3.45M Buy
+159,650
New +$3.53M 0.31% 74

Other funds holding UUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
QA
Quintium Advisors Knoxville, Tennessee $160M AUM 2.85% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return

Beaumont Financial Advisors's UUP Position: Q4 2013 in Review

Beaumont Financial Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2013, closing a stake of 159,650 shares — an estimated $3.45M sold.

Beaumont Financial Advisors first reported a position in UUP in Q3 2013 and held it in 1 quarter. The position peaked at $3.45M in Q3 2013. 70 funds tracked by Wall St. Rank hold UUP as of Q4 2013.

  • Beaumont Financial Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2013 after selling out during the quarter.
  • Beaumont Financial Advisors sold 159,650 Invesco DB US Dollar Index Bullish Fund shares in Q4 2013, an estimated $3.45M.
  • Beaumont Financial Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 1 quarter.
  • Beaumont Financial Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $3.45M in Q3 2013.
  • 70 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2013.

Based on Beaumont Financial Advisors's 13F filing for Q4 2013, filed 6 Feb 2014.