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Winslow Evans & Crocker’s Invesco DB US Dollar Index Bullish Fund UUP Stock Holding History

Winslow Evans & Crocker’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
Q1 		– Sell
-4,000
Closed -$95.9K – 1310
2014
Q4 		$95.9K Buy
+4,000
New +$93K 0.03% 424

Other funds holding UUP

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $58.9B AUM 51.73% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
STMM
South Texas Money Management San Antonio, Texas $2.37B AUM 5.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AIM
Astor Investment Management Chicago, Illinois $185M AUM 8.46% 1-Year Est. Return
NYLIM
New York Life Investment Management New York $14.3B AUM 34.42% 1-Year Est. Return

Winslow Evans & Crocker's UUP Position: Q1 2015 in Review

Winslow Evans & Crocker sold out of Invesco DB US Dollar Index Bullish Fund (UUP) in Q1 2015, closing a stake of 4,000 shares — an estimated $95.9K sold.

Winslow Evans & Crocker first reported a position in UUP in Q4 2014 and held it in 1 quarter. The position peaked at $95.9K in Q4 2014. 98 funds tracked by Wall St. Rank hold UUP as of Q1 2015.

  • Winslow Evans & Crocker reported no remaining Invesco DB US Dollar Index Bullish Fund position as of Q1 2015 after selling out during the quarter.
  • Winslow Evans & Crocker sold 4,000 Invesco DB US Dollar Index Bullish Fund shares in Q1 2015, an estimated $95.9K.
  • Winslow Evans & Crocker first reported a position in Invesco DB US Dollar Index Bullish Fund in Q4 2014 and held it in 1 quarter.
  • Winslow Evans & Crocker's Invesco DB US Dollar Index Bullish Fund position peaked at $95.9K in Q4 2014.
  • 98 funds tracked by Wall St. Rank held Invesco DB US Dollar Index Bullish Fund as of Q1 2015.

Based on Winslow Evans & Crocker's 13F filing for Q1 2015, filed 14 Apr 2015.