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Stevens First Principles Investment Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Stevens First Principles 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
2017
Q1 		– Sell
-40,000
Closed -$61K – 175
2016
Q4 		$61K Buy
+40,000
New +$1.03M 0.04% 101

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WMSA
Weiss Multi-Strategy Advisers New York $4.16B AUM 30.77% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Stevens First Principles Investment Advisors's UUP Position: Q1 2018 in Review

Stevens First Principles Investment Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2018, closing a stake of 20 shares.

Stevens First Principles Investment Advisors first reported a position in UUP in Q3 2016 and held it in 4 quarters. The position peaked at $106K in Q4 2016. 65 funds tracked by Wall St. Rank hold UUP as of Q1 2018.

  • Stevens First Principles Investment Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2018 after selling out during the quarter.
  • Stevens First Principles Investment Advisors sold 20 Invesco DB US Dollar Index Bullish Fund shares in Q1 2018.
  • Stevens First Principles Investment Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2016 and held it in 4 quarters.
  • Stevens First Principles Investment Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $106K in Q4 2016.
  • 65 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2018.

Based on Stevens First Principles Investment Advisors's 13F filing for Q1 2018, filed 11 May 2018.