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Boston Private Bank & Trust’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Boston Private Bank & Trust’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
2014
Q2 		– Sell
-1,130
Closed -$24K – 1031
2014
Q1 		$24K Buy
1,130
+130
+13% +$2.8K ﹤0.01% 724
2013
Q4 		$22K Hold
1,000
– – ﹤0.01% 725
2013
Q3 		$22K Buy
+1,000
New +$22.1K ﹤0.01% 685

Other funds holding UUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $15.9B AUM 53.4% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return

Boston Private Bank & Trust's UUP Position: Q2 2014 in Review

Boston Private Bank & Trust sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2014, closing a stake of 1,130 shares — an estimated $24K sold.

Boston Private Bank & Trust first reported a position in UUP in Q3 2013 and held it in 3 quarters. The position peaked at $24K in Q1 2014. 69 funds tracked by Wall St. Rank hold UUP as of Q2 2014.

  • Boston Private Bank & Trust reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2014 after selling out during the quarter.
  • Boston Private Bank & Trust sold 1,130 Invesco DB US Dollar Index Bullish Fund shares in Q2 2014, an estimated $24K.
  • Boston Private Bank & Trust first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 3 quarters.
  • Boston Private Bank & Trust's Invesco DB US Dollar Index Bullish Fund position peaked at $24K in Q1 2014.
  • 69 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2014.

Based on Boston Private Bank & Trust's 13F filing for Q2 2014, filed 15 Jul 2014.