CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

CIBC Private Wealth Group’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
2018
Q3 		– Sell
-480
Closed -$12K – 1691
2018
Q2 		$12K Buy
+480
New +$11.7K ﹤0.01% 1525

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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC Private Wealth Group's UUP Position: Q3 2018 in Review

CIBC Private Wealth Group sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2018, closing a stake of 480 shares — an estimated $12K sold.

CIBC Private Wealth Group first reported a position in UUP in Q2 2018 and held it in 1 quarter. The position peaked at $12K in Q2 2018. 67 funds tracked by Wall St. Rank hold UUP as of Q3 2018.

  • CIBC Private Wealth Group reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 480 Invesco DB US Dollar Index Bullish Fund shares in Q3 2018, an estimated $12K.
  • CIBC Private Wealth Group first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2018 and held it in 1 quarter.
  • CIBC Private Wealth Group's Invesco DB US Dollar Index Bullish Fund position peaked at $12K in Q2 2018.
  • 67 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2018.

Based on CIBC Private Wealth Group's 13F filing for Q3 2018, filed 14 Nov 2018.