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Portfolio Strategies (Washington)’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Portfolio Strategies (Washington)’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 		$900K Buy
37,546
+12,392
+49% +$288K 1.1% 18
2014
Q3 		$575K Buy
+25,154
New +$551K 0.66% 31
2014
Q2 		– Sell
-10,106
Closed -$217K – 59
2014
Q1 		$217K Hold
10,106
– – 0.25% 46
2013
Q4 		$217K Buy
+10,106
New +$219K 0.28% 45

Other funds holding UUP

UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
VF
Virtu Financial New York $3.18B AUM 65.92% 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 $445B AUM 25.58% 1-Year Est. Return

Portfolio Strategies (Washington)'s UUP Position: Q4 2014 in Review

Portfolio Strategies (Washington) increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 49% in Q4 2014, buying an estimated $288K and bringing the position to 37,546 shares worth $900K. The position accounts for 1.1% of the portfolio, ranked #18.

Portfolio Strategies (Washington) first reported a position in UUP in Q4 2013 and has held it in 4 quarters since. 93 funds tracked by Wall St. Rank hold UUP as of Q4 2014.

  • Portfolio Strategies (Washington) held 37,546 shares of Invesco DB US Dollar Index Bullish Fund worth $900K as of Q4 2014.
  • Portfolio Strategies (Washington) bought 12,392 Invesco DB US Dollar Index Bullish Fund shares in Q4 2014, an estimated $288K.
  • Invesco DB US Dollar Index Bullish Fund made up 1.1% of Portfolio Strategies (Washington)'s portfolio in Q4 2014, its #18 holding.
  • Portfolio Strategies (Washington) first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2013 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 Portfolio Strategies (Washington)'s 13F filing for Q4 2014, filed 9 Feb 2015.