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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2020
Q4
Sell
-11,962
Closed -$303K 190
2020
Q3
$303K Sell
11,962
-2,986
-20% -$75.8K 0.19% 112
2020
Q2
$393K Buy
14,948
+3,291
+28% +$88K 0.31% 79
2020
Q1
$313K Buy
11,657
+1,864
+19% +$49.6K 0.32% 77
2019
Q4
$258K Buy
+9,793
New +$262K 0.18% 122

Other funds holding UUP

MONECO Advisors's UUP Position: Q4 2020 in Review

MONECO Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2020, closing a stake of 11,962 shares — an estimated $303K sold.

MONECO Advisors first reported a position in UUP in Q4 2019 and held it in 4 quarters. The position peaked at $393K in Q2 2020. 64 funds tracked by Wall St. Rank hold UUP as of Q4 2020.

  • MONECO Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2020 after selling out during the quarter.
  • MONECO Advisors sold 11,962 Invesco DB US Dollar Index Bullish Fund shares in Q4 2020, an estimated $303K.
  • MONECO Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2019 and held it in 4 quarters.
  • MONECO Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $393K in Q2 2020.
  • 64 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2020.

Based on MONECO Advisors's 13F filing for Q4 2020, filed 22 Jan 2021.