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Jaffetilchin Investment Partners’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Jaffetilchin Investment Partners’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
2020
Q3 		– Sell
-73,309
Closed -$1.48M – 256
2020
Q2 		$1.48M Buy
+73,309
New +$1.46M 0.33% 49

Other funds holding UDN

AWM
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
APA
American Portfolios Advisors Holbrook, New York $2.36B AUM 14.59% 1-Year Est. Return
Lido Advisors
Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Jaffetilchin Investment Partners's UDN Position: Q3 2020 in Review

Jaffetilchin Investment Partners sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2020, closing a stake of 73,309 shares — an estimated $1.48M sold.

Jaffetilchin Investment Partners first reported a position in UDN in Q2 2020 and held it in 1 quarter. The position peaked at $1.48M in Q2 2020. 28 funds tracked by Wall St. Rank hold UDN as of Q3 2020.

  • Jaffetilchin Investment Partners reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2020 after selling out during the quarter.
  • Jaffetilchin Investment Partners sold 73,309 Invesco DB US Dollar Index Bearish Fund shares in Q3 2020, an estimated $1.48M.
  • Jaffetilchin Investment Partners first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2020 and held it in 1 quarter.
  • Jaffetilchin Investment Partners's Invesco DB US Dollar Index Bearish Fund position peaked at $1.48M in Q2 2020.
  • 28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2020.

Based on Jaffetilchin Investment Partners's 13F filing for Q3 2020, filed 9 Nov 2020.