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WFG Advisors’s Invesco DB US Dollar Index Bearish Fund UDN Stock Holding History

WFG Advisors’s Portfolio UDN Stock Details UDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-40
Closed -$1K – 2085
2014
Q4 		$1K Hold
40
– – ﹤0.01% 1995
2014
Q3 		$1K Hold
40
– – ﹤0.01% 2012
2014
Q2 		$1K Hold
40
– – ﹤0.01% 1926
2014
Q1 		$1K Hold
40
– – ﹤0.01% 1917
2013
Q4 		$1K Hold
40
– – ﹤0.01% 2128
2013
Q3 		$1K Sell
40
-400
-91% -$10.6K ﹤0.01% 2077
2013
Q2 		$11K Buy
+440
New +$11.6K ﹤0.01% 1426

Other funds holding UDN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WP
WMS Partners Towson, Maryland $1.78B AUM 11.82% 1-Year Est. Return
GMA
Goldstein Munger & Associates San Ramon, California $303M AUM 19.66% 1-Year Est. Return

WFG Advisors's UDN Position: Q1 2015 in Review

WFG Advisors sold out of Invesco DB US Dollar Index Bearish Fund (UDN) in Q1 2015, closing a stake of 40 shares — an estimated $1K sold.

WFG Advisors first reported a position in UDN in Q2 2013 and held it in 7 quarters. The position peaked at $11K in Q2 2013. 23 funds tracked by Wall St. Rank hold UDN as of Q1 2015.

  • WFG Advisors reported no remaining Invesco DB US Dollar Index Bearish Fund position as of Q1 2015 after selling out during the quarter.
  • WFG Advisors sold 40 Invesco DB US Dollar Index Bearish Fund shares in Q1 2015, an estimated $1K.
  • WFG Advisors first reported a position in Invesco DB US Dollar Index Bearish Fund in Q2 2013 and held it in 7 quarters.
  • WFG Advisors's Invesco DB US Dollar Index Bearish Fund position peaked at $11K in Q2 2013.
  • 23 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bearish Fund as of Q1 2015.

Based on WFG Advisors's 13F filing for Q1 2015, filed 12 May 2015.