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Placemark Investments’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Placemark Investments’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
Q4 		$1.07M Buy
44,761
+32,385
+262% +$753K 0.02% 846
2014
Q3 		$284K Sell
12,376
-5,369
-30% -$118K 0.01% 1426
2014
Q2 		$377K Buy
17,745
+6,034
+52% +$129K 0.01% 1294
2014
Q1 		$252K Buy
+11,711
New +$253K ﹤0.01% 1405

Other funds holding UUP

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Placemark Investments's UUP Position: Q4 2014 in Review

Placemark Investments increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 262% in Q4 2014, buying an estimated $753K and bringing the position to 44,761 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #846.

Placemark Investments first reported a position in UUP in Q1 2014 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold UUP as of Q4 2014.

  • Placemark Investments held 44,761 shares of Invesco DB US Dollar Index Bullish Fund worth $1.07M as of Q4 2014.
  • Placemark Investments bought 32,385 Invesco DB US Dollar Index Bullish Fund shares in Q4 2014, an estimated $753K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.02% of Placemark Investments's portfolio in Q4 2014, its #846 holding.
  • Placemark Investments first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2014 and has held it in 4 quarters since.
  • 93 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.