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Estate Counselors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Estate Counselors’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
2013
Q3 		– Sell
-269,355
Closed -$6.06M – 59
2013
Q2 		$6.06M Buy
+269,355
New +$6.04M 3.07% 14

Other funds holding UUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return

Estate Counselors's UUP Position: Q3 2013 in Review

Estate Counselors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2013, closing a stake of 269,355 shares — an estimated $6.06M sold.

Estate Counselors first reported a position in UUP in Q2 2013 and held it in 1 quarter. The position peaked at $6.06M in Q2 2013. 71 funds tracked by Wall St. Rank hold UUP as of Q3 2013.

  • Estate Counselors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2013 after selling out during the quarter.
  • Estate Counselors sold 269,355 Invesco DB US Dollar Index Bullish Fund shares in Q3 2013, an estimated $6.06M.
  • Estate Counselors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 1 quarter.
  • Estate Counselors's Invesco DB US Dollar Index Bullish Fund position peaked at $6.06M in Q2 2013.
  • 71 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2013.

Based on Estate Counselors's 13F filing for Q3 2013, filed 23 Oct 2013.