SFSIG
USDU icon

San Francisco Sentry Investment Group’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

San Francisco Sentry Investment Group’s Portfolio USDU Stock Details USDU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-400
Closed -$10K – 954
2017
Q3 		$10K Hold
400
– – ﹤0.01% 649
2017
Q2 		$11K Buy
+400
New +$10.7K ﹤0.01% 525

Other funds holding USDU

Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
GFPC
Global Financial Private Capital Sarasota, Florida $1.59B AUM 3.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
GPW
GFS Private Wealth Clearwater, Florida $292M AUM
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
AWS
AJ Wealth Strategies New York $2.07B AUM 10.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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

San Francisco Sentry Investment Group's USDU Position: Q4 2017 in Review

San Francisco Sentry Investment Group sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q4 2017, closing a stake of 400 shares — an estimated $10K sold.

San Francisco Sentry Investment Group first reported a position in USDU in Q2 2017 and held it in 2 quarters. The position peaked at $11K in Q2 2017. 39 funds tracked by Wall St. Rank hold USDU as of Q4 2017.

  • San Francisco Sentry Investment Group reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q4 2017 after selling out during the quarter.
  • San Francisco Sentry Investment Group sold 400 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q4 2017, an estimated $10K.
  • San Francisco Sentry Investment Group first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2017 and held it in 2 quarters.
  • San Francisco Sentry Investment Group's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $11K in Q2 2017.
  • 39 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q4 2017.

Based on San Francisco Sentry Investment Group's 13F filing for Q4 2017, filed 7 Feb 2018.