CPA
UUP icon

Cowen Prime Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Cowen Prime 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
2015
Q2 		– Sell
-615
Closed -$16K – 299
2015
Q1 		$16K Sell
615
-982
-61% -$24.7K 0.01% 235
2014
Q4 		$38K Hold
1,597
– – 0.02% 212
2014
Q3 		$37K Sell
1,597
-220
-12% -$4.82K 0.02% 203
2014
Q2 		$39K Sell
1,817
-35
-2% -$749 0.02% 182
2014
Q1 		$40K Hold
1,852
– – 0.02% 185
2013
Q4 		$40K Sell
1,852
-50
-3% -$1.08K 0.02% 184
2013
Q3 		$41K Sell
1,902
-15
-0.8% -$332 0.02% 188
2013
Q2 		$43K Buy
+1,917
New +$43K 0.02% 186

Other funds holding UUP

CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
STMM
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 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
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return