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Belmont Global Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Belmont Global 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
2016
Q3 		$660K Buy
26,750
+1,000
+4% +$24.8K 0.62% 35
2016
Q2 		$640K Buy
+25,750
New +$631K 0.61% 32

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 $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFIC
Bedell Frazier Investment Counselling Walnut Creek, California $495M AUM 29.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Belmont Global Advisors's UUP Position: Q3 2016 in Review

Belmont Global Advisors increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 3.9% in Q3 2016, buying an estimated $24.8K and bringing the position to 26,750 shares worth $660K. The position accounts for 0.62% of the portfolio, ranked #35.

Belmont Global Advisors first reported a position in UUP in Q2 2016 and has held it in 2 quarters since. 81 funds tracked by Wall St. Rank hold UUP as of Q3 2016.

  • Belmont Global Advisors held 26,750 shares of Invesco DB US Dollar Index Bullish Fund worth $660K as of Q3 2016.
  • Belmont Global Advisors bought 1,000 Invesco DB US Dollar Index Bullish Fund shares in Q3 2016, an estimated $24.8K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.62% of Belmont Global Advisors's portfolio in Q3 2016, its #35 holding.
  • Belmont Global Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2016 and has held it in 2 quarters since.
  • 81 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.