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WFG Advisors’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

WFG 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
Q1 		– Sell
-500
Closed -$13K – 1668
2016
Q4 		$13K Buy
+500
New +$12.9K ﹤0.01% 1047
2014
Q3 		– Sell
-1,351
Closed -$29K – 2172
2014
Q2 		$29K Buy
1,351
+851
+170% +$18.2K 0.01% 1131
2014
Q1 		$11K Sell
500
-20,105
-98% -$434K ﹤0.01% 1447
2013
Q4 		$443K Buy
20,605
+12,479
+154% +$270K 0.06% 331
2013
Q3 		$176K Buy
+8,126
New +$180K 0.03% 529

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
TPWA
TRUE Private Wealth Advisors Salem, Oregon $1.16B AUM 36.18% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

WFG Advisors's UUP Position: Q1 2017 in Review

WFG Advisors sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2017, closing a stake of 500 shares — an estimated $13K sold.

WFG Advisors first reported a position in UUP in Q3 2013 and held it in 5 quarters. The position peaked at $443K in Q4 2013. 86 funds tracked by Wall St. Rank hold UUP as of Q1 2017.

  • WFG Advisors reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2017 after selling out during the quarter.
  • WFG Advisors sold 500 Invesco DB US Dollar Index Bullish Fund shares in Q1 2017, an estimated $13K.
  • WFG Advisors first reported a position in Invesco DB US Dollar Index Bullish Fund in Q3 2013 and held it in 5 quarters.
  • WFG Advisors's Invesco DB US Dollar Index Bullish Fund position peaked at $443K in Q4 2013.
  • 86 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2017.

Based on WFG Advisors's 13F filing for Q1 2017, filed 10 May 2017.