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Realta Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Realta Investment Advisors’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
2019
Q3 		– Sell
-3,500
Closed -$91K – 1800
2019
Q2 		$91K Sell
3,500
-5,830
-62% -$153K 0.03% 525
2019
Q1 		$243K Buy
+9,330
New +$239K 0.11% 238

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $295M AUM 40.98% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $26.8B AUM 33.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Realta Investment Advisors's UUP Position: Q3 2019 in Review

Realta Investment Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2019, closing a stake of 3,500 shares — an estimated $91K sold.

Realta Investment Advisors first reported a position in UUP in Q1 2019 and held it in 2 quarters. The position peaked at $243K in Q1 2019. 58 funds tracked by Wall St. Rank hold UUP as of Q3 2019.

  • Realta Investment Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 3,500 Invesco DB US Dollar Index Bullish Fund shares in Q3 2019, an estimated $91K.
  • Realta Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2019 and held it in 2 quarters.
  • Realta Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $243K in Q1 2019.
  • 58 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.