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

Torch 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
2015 Q1	–	Sell	-89,355	Closed	-$2.14M	–	94
2014 Q4	$2.14M	Buy	89,355 +200	+0.2%	+$4.65K	1.64%	22
2014 Q3	$2.04M	Buy	89,155 +925	+1%	+$20.3K	1.49%	25
2014 Q2	$1.88M	Buy	+88,230	New	+$1.89M	1.27%	28

Other funds holding UUP

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

AIM

Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return

NYLIM

New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Torch Wealth Management's UUP Position: Q1 2015 in Review

Torch Wealth Management sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2015, closing a stake of 89,355 shares — an estimated $2.14M sold.

Torch Wealth Management first reported a position in UUP in Q2 2014 and held it in 3 quarters. The position peaked at $2.14M in Q4 2014. 98 funds tracked by Wall St. Rank hold UUP as of Q1 2015.

Torch Wealth Management reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2015 after selling out during the quarter.
Torch Wealth Management sold 89,355 Invesco DB US Dollar Index Bullish Fund shares in Q1 2015, an estimated $2.14M.
Torch Wealth Management first reported a position in Invesco DB US Dollar Index Bullish Fund in Q2 2014 and held it in 3 quarters.
Torch Wealth Management's Invesco DB US Dollar Index Bullish Fund position peaked at $2.14M in Q4 2014.
98 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2015.

Based on Torch Wealth Management's 13F filing for Q1 2015, filed 28 Apr 2015.