Stifel Financial’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

Stifel Financial’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	-10,815	Closed	-$226K	–	3118
2020 Q3	$226K	Buy	+10,815	New	+$226K	﹤0.01%	2557

Other funds holding UDN

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

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 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 Chicago, Illinois $52.2B AUM 104.56% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Stifel Financial's UDN Position: Q4 2020 in Review

Stifel Financial sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q4 2020, closing a stake of 10,815 shares — an estimated $226K sold.

Stifel Financial first reported a position in UDN in Q3 2020 and held it in 1 quarter. The position peaked at $226K in Q3 2020. 28 funds tracked by Wall St. Rank hold UDN as of Q4 2020.

Stifel Financial reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q4 2020 after selling out during the quarter.
Stifel Financial sold 10,815 Invesco DB US Dollar Index Bearish Fund shares in Q4 2020, an estimated $226K.
Stifel Financial first reported a position in Invesco DB US Dollar Index Bearish Fund in Q3 2020 and held it in 1 quarter.
Stifel Financial's Invesco DB US Dollar Index Bearish Fund position peaked at $226K in Q3 2020.
28 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q4 2020.

Based on Stifel Financial's 13F filing for Q4 2020, filed 12 Feb 2021.