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Symphony Asset Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Symphony Asset Management’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
2014
Q4 		– Sell
-10,000
Closed -$229K – 446
2014
Q3 		$229K Buy
+10,000
New +$219K 0.02% 372

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Symphony Asset Management's UUP Position: Q4 2014 in Review

Symphony Asset Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q4 2014, closing a stake of 10,000 shares — an estimated $229K sold.

Symphony Asset Management first reported a position in UUP in Q3 2014 and held it in 1 quarter. The position peaked at $229K in Q3 2014. 93 funds tracked by Wall St. Rank hold UUP as of Q4 2014.

  • Symphony Asset Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q4 2014 after selling out during the quarter.
  • Symphony Asset Management sold 10,000 Invesco DB US Dollar Index Bullish Fund shares in Q4 2014, an estimated $229K.
  • Symphony Asset Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2014 and held it in 1 quarter.
  • Symphony Asset Management's Invesco DB US Dollar Index Bullish Fund position peaked at $229K in Q3 2014.
  • 93 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q4 2014.

Based on Symphony Asset Management's 13F filing for Q4 2014, filed 9 Feb 2015.