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Edge Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Edge Wealth 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
2014
Q3 		– Sell
-25,000
Closed -$532K – 431
2014
Q2 		$532K Buy
+25,000
New +$535K 0.22% 59

Other funds holding UUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Edge Wealth Management's UUP Position: Q3 2014 in Review

Edge Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2014, closing a stake of 25,000 shares — an estimated $532K sold.

Edge Wealth Management first reported a position in UUP in Q2 2014 and held it in 1 quarter. The position peaked at $532K in Q2 2014. 68 funds tracked by Wall St. Rank hold UUP as of Q3 2014.

  • Edge Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2014 after selling out during the quarter.
  • Edge Wealth Management sold 25,000 Invesco DB US Dollar Index Bullish Fund shares in Q3 2014, an estimated $532K.
  • Edge Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2014 and held it in 1 quarter.
  • Edge Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $532K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2014.

Based on Edge Wealth Management's 13F filing for Q3 2014, filed 7 Oct 2014.