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Private Wealth Advisors (California)’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Private Wealth Advisors (California)’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-121,513
Closed -$2.49M – 74
2019
Q4 		$2.49M Buy
+121,513
New +$2.49M 1.43% 21

Other funds holding UDN

Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CRCM
Corbett Road Capital Management Mclean, Virginia $58.4M AUM 5.67% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

Private Wealth Advisors (California)'s UDN Position: Q1 2020 in Review

Private Wealth Advisors (California) sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2020, closing a stake of 121,513 shares — an estimated $2.49M sold.

Private Wealth Advisors (California) first reported a position in UDN in Q4 2019 and held it in 1 quarter. The position peaked at $2.49M in Q4 2019. 15 funds tracked by Wall St. Rank hold UDN as of Q1 2020.

  • Private Wealth Advisors (California) reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2020 after selling out during the quarter.
  • Private Wealth Advisors (California) sold 121,513 Invesco DB US Dollar Index Bearish Fund shares in Q1 2020, an estimated $2.49M.
  • Private Wealth Advisors (California) first reported a position in Invesco DB US Dollar Index Bearish Fund in Q4 2019 and held it in 1 quarter.
  • Private Wealth Advisors (California)'s Invesco DB US Dollar Index Bearish Fund position peaked at $2.49M in Q4 2019.
  • 15 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2020.

Based on Private Wealth Advisors (California)'s 13F filing for Q1 2020, filed 14 May 2020.