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Integrated Wealth Counsel’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Integrated Wealth Counsel’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
Q4 		$40K Hold
1,500
– – 0.09% 82
2016
Q3 		$37K Buy
+1,500
New +$37.1K 0.08% 80

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HT
HAP Trading New York $1.42B AUM 41.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
KCM
Kingdon Capital Management New York $911M AUM 51.11% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Integrated Wealth Counsel's UUP Position: Q4 2016 in Review

Integrated Wealth Counsel held its Invesco DB US Dollar Index Bullish Fund (UUP) position steady in Q4 2016 at 1,500 shares worth $40K. The position accounts for 0.09% of the portfolio, ranked #82.

Integrated Wealth Counsel first reported a position in UUP in Q3 2016 and has held it in 2 quarters since. 94 funds tracked by Wall St. Rank hold UUP as of Q4 2016.

  • Integrated Wealth Counsel held 1,500 shares of Invesco DB US Dollar Index Bullish Fund worth $40K as of Q4 2016.
  • Integrated Wealth Counsel left its Invesco DB US Dollar Index Bullish Fund share count unchanged in Q4 2016.
  • Invesco DB US Dollar Index Bullish Fund made up 0.09% of Integrated Wealth Counsel's portfolio in Q4 2016, its #82 holding.
  • Integrated Wealth Counsel first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2016 and has held it in 2 quarters since.
  • 94 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2016.

Based on Integrated Wealth Counsel's 13F filing for Q4 2016, filed 6 Feb 2017.