Lehman Financial Resources’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-400	Closed	-$10K	–	334
2015 Q3	$10K	Hold	400	–	–	0.01%	312
2015 Q2	$10K	Hold	400	–	–	﹤0.01%	312
2015 Q1	$10K	Sell	400 -300	-43%	-$7.55K	﹤0.01%	317
2014 Q4	$17K	Hold	700	–	–	0.01%	250
2014 Q3	$16K	Buy	700 +400	+133%	+$8.77K	0.01%	262
2014 Q2	$6K	Hold	300	–	–	﹤0.01%	331
2014 Q1	$6K	Hold	300	–	–	﹤0.01%	328
2013 Q4	$6K	Hold	300	–	–	﹤0.01%	316
2013 Q3	$6K	Hold	300	–	–	﹤0.01%	302
2013 Q2	$7K	Buy	+300	New	+$6.73K	﹤0.01%	258

Other funds holding UUP

Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

BNP Paribas Financial Markets

BNP Paribas Financial Markets Paris, France $152B AUM 31.61% 1-Year Est. Return

Bank of America

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Polaris Wealth Advisory Group San Rafael, California $1.31B AUM 17.95% 1-Year Est. Return

Euclid Advisors Hartford, Connecticut $4.79M AUM 12.77% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return