UBS’s WisdomTree Bloomberg US Dollar Bullish Fund USDU Stock Holding History

UBS’s Portfolio USDU Stock Details USDU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q3	–	Sell	-9,990	Closed	-$246K	–	10786
2014 Q2	$246K	Buy	+9,990	New	+$247K	﹤0.01%	4934

Other funds holding USDU

SMA

Simply Money Advisors Cincinnati, Ohio $711M AUM 6.92% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

CFS

Community Financial System Dewitt, New York $457M AUM 10% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

UBS's USDU Position: Q3 2014 in Review

UBS sold out of WisdomTree Bloomberg US Dollar Bullish Fund (USDU) in Q3 2014, closing a stake of 9,990 shares — an estimated $246K sold.

UBS first reported a position in USDU in Q2 2014 and held it in 1 quarter. The position peaked at $246K in Q2 2014. 5 funds tracked by Wall St. Rank hold USDU as of Q3 2014.

UBS reported no remaining WisdomTree Bloomberg US Dollar Bullish Fund position as of Q3 2014 after selling out during the quarter.
UBS sold 9,990 WisdomTree Bloomberg US Dollar Bullish Fund shares in Q3 2014, an estimated $246K.
UBS first reported a position in WisdomTree Bloomberg US Dollar Bullish Fund in Q2 2014 and held it in 1 quarter.
UBS's WisdomTree Bloomberg US Dollar Bullish Fund position peaked at $246K in Q2 2014.
5 funds tracked by Wall St. Rank held WisdomTree Bloomberg US Dollar Bullish Fund as of Q3 2014.

Based on UBS's 13F filing for Q3 2014, filed 12 Nov 2014.