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Accuvest Global Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Accuvest Global Advisors’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-74,020
Closed -$8.2M – 78
2014
Q1 		$8.2M Buy
+74,020
New +$8.12M 2.13% 15

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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
ACM
Azimuth Capital Management Bloomfield Hills, Michigan $2.34B AUM 16.67% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Accuvest Global Advisors's FXF Position: Q2 2014 in Review

Accuvest Global Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2014, closing a stake of 74,020 shares — an estimated $8.2M sold.

Accuvest Global Advisors first reported a position in FXF in Q1 2014 and held it in 1 quarter. The position peaked at $8.2M in Q1 2014. 41 funds tracked by Wall St. Rank hold FXF as of Q2 2014.

  • Accuvest Global Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2014 after selling out during the quarter.
  • Accuvest Global Advisors sold 74,020 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2014, an estimated $8.2M.
  • Accuvest Global Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2014 and held it in 1 quarter.
  • Accuvest Global Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $8.2M in Q1 2014.
  • 41 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2014.

Based on Accuvest Global Advisors's 13F filing for Q2 2014, filed 17 Jul 2014.