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John Overdeck’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

John Overdeck’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
Q3 		– Sell
-27,482
Closed -$584K – 2068
2014
Q2 		$584K Sell
27,482
-10,759
-28% -$230K ﹤0.01% 1537
2014
Q1 		$821K Buy
38,241
+21,494
+128% +$463K ﹤0.01% 1292
2013
Q4 		$360K Sell
16,747
-17,634
-51% -$381K ﹤0.01% 1810
2013
Q3 		$744K Buy
+34,381
New +$761K ﹤0.01% 1141

Other funds holding UUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.35% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

John Overdeck's UUP Position: Q3 2014 in Review

John Overdeck sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2014, closing a stake of 27,482 shares — an estimated $584K sold.

John Overdeck first reported a position in UUP in Q3 2013 and held it in 4 quarters. The position peaked at $821K in Q1 2014. 68 funds tracked by Wall St. Rank hold UUP as of Q3 2014.

  • John Overdeck reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2014 after selling out during the quarter.
  • John Overdeck sold 27,482 Invesco DB US Dollar Index Bullish Fund shares in Q3 2014, an estimated $584K.
  • John Overdeck first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 4 quarters.
  • John Overdeck's Invesco DB US Dollar Index Bullish Fund position peaked at $821K in Q1 2014.
  • 68 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2014.

Based on Two Sigma Investments's 13F filing for Q3 2014, filed 14 Nov 2014.