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

Crewe 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
2018
Q1 		– Sell
-5
Closed – – 289
2017
Q4 		$0 Buy
+5
New +$122 ﹤0.01% 275

Other funds holding UUP

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 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

Crewe Advisors's UUP Position: Q1 2018 in Review

Crewe Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2018, closing a stake of 5 shares.

Crewe Advisors first reported a position in UUP in Q4 2017 and held it in 1 quarter. The position peaked at $0 in Q4 2017. 65 funds tracked by Wall St. Rank hold UUP as of Q1 2018.

  • Crewe Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2018 after selling out during the quarter.
  • Crewe Advisors sold 5 Invesco DB US Dollar Index Bullish Fund shares in Q1 2018.
  • Crewe Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2017 and held it in 1 quarter.
  • Crewe Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $0 in Q4 2017.
  • 65 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2018.

Based on Crewe Advisors's 13F filing for Q1 2018, filed 7 May 2018.