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DeGreen Capital Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

DeGreen Capital Management’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
2016
Q1 		– Sell
-265,604
Closed -$6.81M – 21
2015
Q4 		$6.81M Buy
+265,604
New +$6.75M 6.36% 8

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
KP
Keel Point Huntsville, Alabama $1.69B AUM 20.79% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

DeGreen Capital Management's UUP Position: Q1 2016 in Review

DeGreen Capital Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2016, closing a stake of 265,604 shares — an estimated $6.81M sold.

DeGreen Capital Management first reported a position in UUP in Q4 2015 and held it in 1 quarter. The position peaked at $6.81M in Q4 2015. 76 funds tracked by Wall St. Rank hold UUP as of Q1 2016.

  • DeGreen Capital Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2016 after selling out during the quarter.
  • DeGreen Capital Management sold 265,604 Invesco DB US Dollar Index Bullish Fund shares in Q1 2016, an estimated $6.81M.
  • DeGreen Capital Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2015 and held it in 1 quarter.
  • DeGreen Capital Management's Invesco DB US Dollar Index Bullish Fund position peaked at $6.81M in Q4 2015.
  • 76 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2016.

Based on DeGreen Capital Management's 13F filing for Q1 2016, filed 13 Apr 2018.