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Harbor Investment Advisory’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Harbor Investment Advisory’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-400
Closed -$8K – 1361
2021
Q2 		$8K Hold
400
– – ﹤0.01% 1053
2021
Q1 		$8K Hold
400
– – ﹤0.01% 1027
2020
Q4 		$9K Sell
400
-350
-47% -$7.45K ﹤0.01% 947
2020
Q3 		$16K Hold
750
– – ﹤0.01% 789
2020
Q2 		$15K Buy
+750
New +$15K ﹤0.01% 709

Other funds holding UDN

APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Solstein Capital Menlo Park, California $244M AUM 29.05% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WI
Wintrust Investments Chicago, Illinois $114M AUM 21.99% 1-Year Est. Return
CCB
Cutter & Co Brokerage Ballwin, Missouri $423M AUM 15.02% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Harbor Investment Advisory's UDN Position: Q3 2021 in Review

Harbor Investment Advisory sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2021, closing a stake of 400 shares — an estimated $8K sold.

Harbor Investment Advisory first reported a position in UDN in Q2 2020 and held it in 5 quarters. The position peaked at $16K in Q3 2020. 20 funds tracked by Wall St. Rank hold UDN as of Q3 2021.

  • Harbor Investment Advisory reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2021 after selling out during the quarter.
  • Harbor Investment Advisory sold 400 Invesco DB US Dollar Index Bearish Fund shares in Q3 2021, an estimated $8K.
  • Harbor Investment Advisory first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2020 and held it in 5 quarters.
  • Harbor Investment Advisory's Invesco DB US Dollar Index Bearish Fund position peaked at $16K in Q3 2020.
  • 20 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2021.

Based on Harbor Investment Advisory's 13F filing for Q3 2021, filed 12 Oct 2021.