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

Gupta 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
2016 Q1	$187K	Buy	+7,600	New	+$192K	0.04%	253

Other funds holding UUP

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Keel Point Huntsville, Alabama $1.51B AUM 20.06% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Gupta Wealth Management's UUP Position: Q1 2016 in Review

Gupta Wealth Management opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2016: 7,600 shares worth $187K. The stake represents 0.04% of the portfolio and ranks #253 among its holdings.

75 funds tracked by Wall St. Rank hold UUP as of Q1 2016.

Gupta Wealth Management held 7,600 shares of Invesco DB US Dollar Index Bullish Fund worth $187K as of Q1 2016.
Invesco DB US Dollar Index Bullish Fund was a new Gupta Wealth Management position in Q1 2016.
Invesco DB US Dollar Index Bullish Fund made up 0.04% of Gupta Wealth Management's portfolio in Q1 2016, its #253 holding.
75 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.