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Madden Advisory Services’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Madden Advisory Services’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
2014
Q3 		– Sell
-600
Closed -$16K – 401
2014
Q2 		$16K Buy
600
+500
+500% +$13.5K 0.01% 253
2014
Q1 		$3K Hold
100
– – ﹤0.01% 335
2013
Q4 		$3K Hold
100
– – ﹤0.01% 280
2013
Q3 		$3K Hold
100
– – ﹤0.01% 254
2013
Q2 		$3K Buy
+100
New +$2.63K ﹤0.01% 274

Other funds holding UDN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 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
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Madden Advisory Services's UDN Position: Q3 2014 in Review

Madden Advisory Services sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q3 2014, closing a stake of 600 shares — an estimated $16K sold.

Madden Advisory Services first reported a position in UDN in Q2 2013 and held it in 5 quarters. The position peaked at $16K in Q2 2014. 24 funds tracked by Wall St. Rank hold UDN as of Q3 2014.

  • Madden Advisory Services reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q3 2014 after selling out during the quarter.
  • Madden Advisory Services sold 600 Invesco DB US Dollar Index Bearish Fund shares in Q3 2014, an estimated $16K.
  • Madden Advisory Services first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and held it in 5 quarters.
  • Madden Advisory Services's Invesco DB US Dollar Index Bearish Fund position peaked at $16K in Q2 2014.
  • 24 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q3 2014.

Based on Madden Advisory Services's 13F filing for Q3 2014, filed 12 Nov 2014.