Winch Advisory Services’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Winch Advisory Services’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
2015 Q2	–	Sell	-137,911	Closed	-$3.57M	–	341
2015 Q1	$3.57M	Buy	+137,911	New	+$3.47M	2.08%	14

Other funds holding UUP

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

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

STMM

South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Winch Advisory Services's UUP Position: Q2 2015 in Review

Winch Advisory Services sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q2 2015, closing a stake of 137,911 shares — an estimated $3.57M sold.

Winch Advisory Services first reported a position in UUP in Q1 2015 and held it in 1 quarter. The position peaked at $3.57M in Q1 2015. 92 funds tracked by Wall St. Rank hold UUP as of Q2 2015.

Winch Advisory Services reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q2 2015 after selling out during the quarter.
Winch Advisory Services sold 137,911 Invesco DB US Dollar Index Bullish Fund shares in Q2 2015, an estimated $3.57M.
Winch Advisory Services first reported a position in Invesco DB US Dollar Index Bullish Fund in Q1 2015 and held it in 1 quarter.
Winch Advisory Services's Invesco DB US Dollar Index Bullish Fund position peaked at $3.57M in Q1 2015.
92 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q2 2015.

Based on Winch Advisory Services's 13F filing for Q2 2015, filed 11 Aug 2015.