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Benjamin F. Edwards & Company’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Benjamin F. Edwards & Company’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-1,915
Closed -$52K – 968
2013
Q3 		$52K Hold
1,915
– – 0.02% 399
2013
Q2 		$50K Buy
+1,915
New +$50.3K 0.02% 363

Other funds holding UDN

VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
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
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
GMA
Goldstein Munger & Associates San Ramon, California $303M AUM 19.66% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Benjamin F. Edwards & Company's UDN Position: Q4 2013 in Review

Benjamin F. Edwards & Company sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2013, closing a stake of 1,915 shares — an estimated $52K sold.

Benjamin F. Edwards & Company first reported a position in UDN in Q2 2013 and held it in 2 quarters. The position peaked at $52K in Q3 2013. 26 funds tracked by Wall St. Rank hold UDN as of Q4 2013.

  • Benjamin F. Edwards & Company reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2013 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 1,915 Invesco DB US Dollar Index Bearish Fund shares in Q4 2013, an estimated $52K.
  • Benjamin F. Edwards & Company first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and held it in 2 quarters.
  • Benjamin F. Edwards & Company's Invesco DB US Dollar Index Bearish Fund position peaked at $52K in Q3 2013.
  • 26 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2013.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2013, filed 15 Jan 2014.