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Taylor Hoffman Wealth Management’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Taylor Hoffman Wealth 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
2018
Q2 		– Sell
-115
Closed -$3K – 433
2018
Q1 		$3K Buy
+115
New +$2.71K ﹤0.01% 378

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WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AGA
Accuvest Global Advisors Provo, Utah $107M AUM 6.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JG
Jefferies Group New York $12B AUM 6.2% 1-Year Est. Return

Taylor Hoffman Wealth Management's UUP Position: Q2 2018 in Review

Taylor Hoffman Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2018, closing a stake of 115 shares — an estimated $3K sold.

Taylor Hoffman Wealth Management first reported a position in UUP in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 71 funds tracked by Wall St. Rank hold UUP as of Q2 2018.

  • Taylor Hoffman Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2018 after selling out during the quarter.
  • Taylor Hoffman Wealth Management sold 115 Invesco DB US Dollar Index Bullish Fund shares in Q2 2018, an estimated $3K.
  • Taylor Hoffman Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2018 and held it in 1 quarter.
  • Taylor Hoffman Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $3K in Q1 2018.
  • 71 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2018.

Based on Taylor Hoffman Wealth Management's 13F filing for Q2 2018, filed 31 Jul 2018.