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

Evercore 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
2015
Q4 		– Sell
-4,000
Closed -$100K – 1069
2015
Q3 		$100K Buy
+4,000
New +$101K ﹤0.01% 482

Other funds holding UUP

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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
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWAG
Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return
EA
Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Evercore Wealth Management's UUP Position: Q4 2015 in Review

Evercore Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2015, closing a stake of 4,000 shares — an estimated $100K sold.

Evercore Wealth Management first reported a position in UUP in Q3 2015 and held it in 1 quarter. The position peaked at $100K in Q3 2015. 97 funds tracked by Wall St. Rank hold UUP as of Q4 2015.

  • Evercore Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2015 after selling out during the quarter.
  • Evercore Wealth Management sold 4,000 Invesco DB US Dollar Index Bullish Fund shares in Q4 2015, an estimated $100K.
  • Evercore Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2015 and held it in 1 quarter.
  • Evercore Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $100K in Q3 2015.
  • 97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2015.

Based on Evercore Wealth Management's 13F filing for Q4 2015, filed 16 Feb 2016.