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Lenox Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Lenox Wealth Advisors’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
Q1 		– Sell
-582
Closed -$13K – 329
2013
Q4 		$13K Buy
+582
New +$12.6K 0.01% 149

Other funds holding UUP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $116M AUM 2.72% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Lenox Wealth Advisors's UUP Position: Q1 2014 in Review

Lenox Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2014, closing a stake of 582 shares — an estimated $13K sold.

Lenox Wealth Advisors first reported a position in UUP in Q4 2013 and held it in 1 quarter. The position peaked at $13K in Q4 2013. 67 funds tracked by Wall St. Rank hold UUP as of Q1 2014.

  • Lenox Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2014 after selling out during the quarter.
  • Lenox Wealth Advisors sold 582 Invesco DB US Dollar Index Bullish Fund shares in Q1 2014, an estimated $13K.
  • Lenox Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2013 and held it in 1 quarter.
  • Lenox Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $13K in Q4 2013.
  • 67 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2014.

Based on Lenox Wealth Advisors's 13F filing for Q1 2014, filed 3 Apr 2014.