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

BOK Financial’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
2017
Q4 		– Sell
-950
Closed -$23K – 1121
2017
Q3 		$23K Buy
+950
New +$23K ﹤0.01% 1041

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WSL
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Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

BOK Financial's UUP Position: Q4 2017 in Review

BOK Financial sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2017, closing a stake of 950 shares — an estimated $23K sold.

BOK Financial first reported a position in UUP in Q3 2017 and held it in 1 quarter. The position peaked at $23K in Q3 2017. 68 funds tracked by Wall St. Rank hold UUP as of Q4 2017.

  • BOK Financial reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2017 after selling out during the quarter.
  • BOK Financial sold 950 Invesco DB US Dollar Index Bullish Fund shares in Q4 2017, an estimated $23K.
  • BOK Financial first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2017 and held it in 1 quarter.
  • BOK Financial's Invesco DB US Dollar Index Bullish Fund position peaked at $23K in Q3 2017.
  • 68 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2017.

Based on BOK Financial's 13F filing for Q4 2017, filed 14 Feb 2018.