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

Greenwich 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
Q4 		– Sell
-9,900
Closed -$226K – 177
2014
Q3 		$226K Sell
9,900
-50
-0.5% -$1.1K 0.02% 160
2014
Q2 		$212K Hold
9,950
– – 0.01% 154
2014
Q1 		$214K Sell
9,950
-500
-5% -$10.8K 0.01% 149
2013
Q4 		$225K Buy
+10,450
New +$226K 0.02% 152

Other funds holding UUP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Greenwich Wealth Management's UUP Position: Q4 2014 in Review

Greenwich Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2014, closing a stake of 9,900 shares — an estimated $226K sold.

Greenwich Wealth Management first reported a position in UUP in Q4 2013 and held it in 4 quarters. The position peaked at $226K in Q3 2014. 93 funds tracked by Wall St. Rank hold UUP as of Q4 2014.

  • Greenwich Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2014 after selling out during the quarter.
  • Greenwich Wealth Management sold 9,900 Invesco DB US Dollar Index Bullish Fund shares in Q4 2014, an estimated $226K.
  • Greenwich Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2013 and held it in 4 quarters.
  • Greenwich Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $226K in Q3 2014.
  • 93 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2014.

Based on Greenwich Wealth Management's 13F filing for Q4 2014, filed 13 Feb 2015.