Western Investment’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Western Investment’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
2013 Q3	$398K	Buy	+18,400	New	+$407K	1.71%	11

Other funds holding UUP

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

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

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BCI

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

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Western Investment's UUP Position: Q3 2013 in Review

Western Investment opened a new position in Invesco DB US Dollar Index Bullish Fund (UUP) in Q3 2013: 18,400 shares worth $398K. The stake represents 1.71% of the portfolio and ranks #11 among its holdings.

71 funds tracked by Wall St. Rank hold UUP as of Q3 2013.

Western Investment held 18,400 shares of Invesco DB US Dollar Index Bullish Fund worth $398K as of Q3 2013.
Invesco DB US Dollar Index Bullish Fund was a new Western Investment position in Q3 2013.
Invesco DB US Dollar Index Bullish Fund made up 1.71% of Western Investment's portfolio in Q3 2013, its #11 holding.
71 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q3 2013.

Based on Western Investment's 13F filing for Q3 2013, filed 14 Nov 2013.