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TRUE Private Wealth Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

TRUE Private Wealth 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
Q2 		– Sell
-623,922
Closed -$16.3M – 159
2017
Q1 		$16.3M Buy
623,922
+117,722
+23% +$3.07M 3.73% 8
2016
Q4 		$13M Buy
+506,200
New +$13.1M 3.18% 9

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
WSL
Western Standard LLC Los Angeles, California $190M AUM 40.88% 1-Year Est. Return
Group One Trading
Group One Trading Chicago, Illinois $52.2B AUM 104.56% 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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

TRUE Private Wealth Advisors's UUP Position: Q2 2017 in Review

TRUE Private Wealth Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2017, closing a stake of 623,922 shares — an estimated $16.3M sold.

TRUE Private Wealth Advisors first reported a position in UUP in Q4 2016 and held it in 2 quarters. The position peaked at $16.3M in Q1 2017. 72 funds tracked by Wall St. Rank hold UUP as of Q2 2017.

  • TRUE Private Wealth Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2017 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 623,922 Invesco DB US Dollar Index Bullish Fund shares in Q2 2017, an estimated $16.3M.
  • TRUE Private Wealth Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2016 and held it in 2 quarters.
  • TRUE Private Wealth Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $16.3M in Q1 2017.
  • 72 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2017.

Based on TRUE Private Wealth Advisors's 13F filing for Q2 2017, filed 7 Aug 2017.