Advisor Group’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Advisor Group’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$6K	Buy	50 +47	+1,567%	+$5.87K	﹤0.01%	4578
2019 Q3	$0	Buy	+3	New	+$359	﹤0.01%	5309
2017 Q2	–	Sell	-80	Closed	-$10K	–	4831
2017 Q1	$10K	Hold	80	–	–	﹤0.01%	3778
2016 Q4	$10K	Hold	80	–	–	﹤0.01%	3618
2016 Q3	$10K	Buy	+80	New	+$10.3K	﹤0.01%	3552

Other funds holding FXB

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

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

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Madden Securities Dallas, Texas $360M AUM 16.47% 1-Year Est. Return

PWAC

Private Wealth Advisors (California) Fresno, California $391M AUM 26.98% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

QAM

Q3 Asset Management Birmingham, Michigan $546M AUM 24.97% 1-Year Est. Return

GTC

Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return

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

Advisor Group's FXB Position: Q4 2019 in Review

Advisor Group increased its Invesco CurrencyShares British Pound Sterling Trust (FXB) stake by 1,567% in Q4 2019, buying an estimated $5.87K and bringing the position to 50 shares worth $6K. The position accounts for ﹤0.01% of the portfolio, ranked #4578.

Advisor Group first reported a position in FXB in Q3 2016 and has held it in 5 quarters since. The position peaked at $10K in Q1 2017. 46 funds tracked by Wall St. Rank hold FXB as of Q4 2019.

Advisor Group held 50 shares of Invesco CurrencyShares British Pound Sterling Trust worth $6K as of Q4 2019.
Advisor Group bought 47 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2019, an estimated $5.87K.
Invesco CurrencyShares British Pound Sterling Trust made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4578 holding.
Advisor Group first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2016 and has held it in 5 quarters since.
Advisor Group's Invesco CurrencyShares British Pound Sterling Trust position peaked at $10K in Q1 2017.
46 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.