SIM
UDN icon

Sonora Investment Management’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Sonora Investment Management’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
2019
Q4 		– Sell
-200
Closed -$4K – 1732
2019
Q3 		$4K Hold
200
– – ﹤0.01% 1473
2019
Q2 		$4K Hold
200
– – ﹤0.01% 1460
2019
Q1 		$4K Buy
+200
New +$4.18K ﹤0.01% 1301

Other funds holding UDN

PWAC
Private Wealth Advisors (California) Fresno, California $356M AUM 26.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
KCM
Karp Capital Management Sausalito, California $489M AUM 12.58% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
BRWM
B. Riley Wealth Management Memphis, Tennessee $85.5M AUM 3.46% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Sonora Investment Management's UDN Position: Q4 2019 in Review

Sonora Investment Management sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2019, closing a stake of 200 shares — an estimated $4K sold.

Sonora Investment Management first reported a position in UDN in Q1 2019 and held it in 3 quarters. The position peaked at $4K in Q3 2019. 16 funds tracked by Wall St. Rank hold UDN as of Q4 2019.

  • Sonora Investment Management reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2019 after selling out during the quarter.
  • Sonora Investment Management sold 200 Invesco DB US Dollar Index Bearish Fund shares in Q4 2019, an estimated $4K.
  • Sonora Investment Management first reported a position in Invesco DB US Dollar Index Bearish Fund in Q1 2019 and held it in 3 quarters.
  • Sonora Investment Management's Invesco DB US Dollar Index Bearish Fund position peaked at $4K in Q3 2019.
  • 16 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2019.

Based on Sonora Investment Management's 13F filing for Q4 2019, filed 17 Jan 2020.