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Private Capital Management (Minnesota)’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Private Capital Management (Minnesota)’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
2017
Q3 		$834K Buy
34,500
+16,500
+92% +$400K 0.94% 23
2017
Q2 		$446K Buy
+18,000
New +$457K 0.5% 95

Other funds holding UUP

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
Group One Trading
Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 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
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $696M AUM 46.48% 1-Year Est. Return

Private Capital Management (Minnesota)'s UUP Position: Q3 2017 in Review

Private Capital Management (Minnesota) increased its Invesco DB US Dollar Index Bullish Fund (UUP) stake by 92% in Q3 2017, buying an estimated $400K and bringing the position to 34,500 shares worth $834K. The position accounts for 0.94% of the portfolio, ranked #23.

Private Capital Management (Minnesota) first reported a position in UUP in Q2 2017 and has held it in 2 quarters since. 68 funds tracked by Wall St. Rank hold UUP as of Q3 2017.

  • Private Capital Management (Minnesota) held 34,500 shares of Invesco DB US Dollar Index Bullish Fund worth $834K as of Q3 2017.
  • Private Capital Management (Minnesota) bought 16,500 Invesco DB US Dollar Index Bullish Fund shares in Q3 2017, an estimated $400K.
  • Invesco DB US Dollar Index Bullish Fund made up 0.94% of Private Capital Management (Minnesota)'s portfolio in Q3 2017, its #23 holding.
  • Private Capital Management (Minnesota) first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2017 and has held it in 2 quarters since.
  • 68 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2017.

Based on Private Capital Management (Minnesota)'s 13F filing for Q3 2017, filed 26 Oct 2017.