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Northwestern Mutual Investment Services’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Northwestern Mutual Investment Services’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
Q3 		– Sell
-25
Closed -$1K – 129
2014
Q2 		$1K Buy
+25
New +$535 ﹤0.01% 106

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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 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
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Northwestern Mutual Investment Services's UUP Position: Q3 2014 in Review

Northwestern Mutual Investment Services sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2014, closing a stake of 25 shares — an estimated $1K sold.

Northwestern Mutual Investment Services first reported a position in UUP in Q2 2014 and held it in 1 quarter. The position peaked at $1K in Q2 2014. 68 funds tracked by Wall St. Rank hold UUP as of Q3 2014.

  • Northwestern Mutual Investment Services reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2014 after selling out during the quarter.
  • Northwestern Mutual Investment Services sold 25 Invesco DB US Dollar Index Bullish Fund shares in Q3 2014, an estimated $1K.
  • Northwestern Mutual Investment Services first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2014 and held it in 1 quarter.
  • Northwestern Mutual Investment Services's Invesco DB US Dollar Index Bullish Fund position peaked at $1K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2014.

Based on Northwestern Mutual Investment Services's 13F filing for Q3 2014, filed 14 Nov 2014.