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Legacy Private Trust’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Legacy Private Trust’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
2013
Q3 		– Sell
-13,199
Closed -$343K – 203
2013
Q2 		$343K Buy
+13,199
New +$346K 0.08% 143

Other funds holding UDN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
GMA
Goldstein Munger & Associates San Ramon, California $303M AUM 19.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BF
BOK Financial Tulsa, Oklahoma $6.54B AUM 25.41% 1-Year Est. Return

Legacy Private Trust's UDN Position: Q3 2013 in Review

Legacy Private Trust sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2013, closing a stake of 13,199 shares — an estimated $343K sold.

Legacy Private Trust first reported a position in UDN in Q2 2013 and held it in 1 quarter. The position peaked at $343K in Q2 2013. 27 funds tracked by Wall St. Rank hold UDN as of Q3 2013.

  • Legacy Private Trust reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2013 after selling out during the quarter.
  • Legacy Private Trust sold 13,199 Invesco DB US Dollar Index Bearish Fund shares in Q3 2013, an estimated $343K.
  • Legacy Private Trust first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and held it in 1 quarter.
  • Legacy Private Trust's Invesco DB US Dollar Index Bearish Fund position peaked at $343K in Q2 2013.
  • 27 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2013.

Based on Legacy Private Trust's 13F filing for Q3 2013, filed 8 Oct 2013.