Karp Capital Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Karp Capital Management’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 Q1	–	Sell	-45,900	Closed	-$941K	–	110
2019 Q4	$941K	Buy	45,900 +500	+1%	+$10.2K	0.25%	77
2019 Q3	$917K	Buy	+45,400	New	+$931K	0.27%	75

Other funds holding UDN

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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

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

CRCM

Corbett Road Capital Management Mclean, Virginia $58.4M AUM 5.67% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Karp Capital Management's UDN Position: Q1 2020 in Review

Karp Capital Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2020, closing a stake of 45,900 shares — an estimated $941K sold.

Karp Capital Management first reported a position in UDN in Q3 2019 and held it in 2 quarters. The position peaked at $941K in Q4 2019. 15 funds tracked by Wall St. Rank hold UDN as of Q1 2020.

Karp Capital Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2020 after selling out during the quarter.
Karp Capital Management sold 45,900 Invesco DB US Dollar Index Bearish Fund shares in Q1 2020, an estimated $941K.
Karp Capital Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2019 and held it in 2 quarters.
Karp Capital Management's Invesco DB US Dollar Index Bearish Fund position peaked at $941K in Q4 2019.
15 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2020.

Based on Karp Capital Management's 13F filing for Q1 2020, filed 14 May 2020.