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Raymond James & Associates’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Raymond James & Associates’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
Q4 		– Sell
-10,317
Closed -$216K – 3880
2020
Q3 		$216K Buy
+10,317
New +$216K ﹤0.01% 3167

Other funds holding UDN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AWM
Altus Wealth Management Ft Mitchell, Kentucky $225M AUM 16.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CAN
Cetera Advisor Networks El Segundo, California $20.2B AUM 22.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James & Associates's UDN Position: Q4 2020 in Review

Raymond James & Associates sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2020, closing a stake of 10,317 shares — an estimated $216K sold.

Raymond James & Associates first reported a position in UDN in Q3 2020 and held it in 1 quarter. The position peaked at $216K in Q3 2020. 28 funds tracked by Wall St. Rank hold UDN as of Q4 2020.

  • Raymond James & Associates reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2020 after selling out during the quarter.
  • Raymond James & Associates sold 10,317 Invesco DB US Dollar Index Bearish Fund shares in Q4 2020, an estimated $216K.
  • Raymond James & Associates first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2020 and held it in 1 quarter.
  • Raymond James & Associates's Invesco DB US Dollar Index Bearish Fund position peaked at $216K in Q3 2020.
  • 28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2020.

Based on Raymond James & Associates's 13F filing for Q4 2020, filed 12 Feb 2021.