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Bedell Frazier Investment Counselling’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Bedell Frazier Investment Counselling’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
Q4 		– Sell
-350,105
Closed -$8.64M – 59
2016
Q3 		$8.64M Buy
350,105
+3,875
+1% +$96K 3.58% 8
2016
Q2 		$8.6M Buy
+346,230
New +$8.48M 4.25% 4

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Bedell Frazier Investment Counselling's UUP Position: Q4 2016 in Review

Bedell Frazier Investment Counselling sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2016, closing a stake of 350,105 shares — an estimated $8.64M sold.

Bedell Frazier Investment Counselling first reported a position in UUP in Q2 2016 and held it in 2 quarters. The position peaked at $8.64M in Q3 2016. 94 funds tracked by Wall St. Rank hold UUP as of Q4 2016.

  • Bedell Frazier Investment Counselling reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2016 after selling out during the quarter.
  • Bedell Frazier Investment Counselling sold 350,105 Invesco DB US Dollar Index Bullish Fund shares in Q4 2016, an estimated $8.64M.
  • Bedell Frazier Investment Counselling first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2016 and held it in 2 quarters.
  • Bedell Frazier Investment Counselling's Invesco DB US Dollar Index Bullish Fund position peaked at $8.64M in Q3 2016.
  • 94 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2016.

Based on Bedell Frazier Investment Counselling's 13F filing for Q4 2016, filed 15 Feb 2017.