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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PWAG

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 Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Lehman Financial Resources's UUP Position: Q4 2015 in Review

Lehman Financial Resources sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2015, closing a stake of 400 shares — an estimated $10K sold.

Lehman Financial Resources first reported a position in UUP in Q2 2013 and held it in 10 quarters. The position peaked at $17K in Q4 2014. 97 funds tracked by Wall St. Rank hold UUP as of Q4 2015.

Lehman Financial Resources reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 400 Invesco DB US Dollar Index Bullish Fund shares in Q4 2015, an estimated $10K.
Lehman Financial Resources first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2013 and held it in 10 quarters.
Lehman Financial Resources's Invesco DB US Dollar Index Bullish Fund position peaked at $17K in Q4 2014.
97 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.