AIA
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Alerus Investment Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Alerus Investment Advisors’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,130
Closed -$470K – 167
2013
Q2 		$470K Buy
+5,130
New +$509K 0.07% 111

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TH
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RCP
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Bank of America
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CS
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Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
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Alerus Investment Advisors's FXA Position: Q3 2013 in Review

Alerus Investment Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2013, closing a stake of 5,130 shares — an estimated $470K sold.

Alerus Investment Advisors first reported a position in FXA in Q2 2013 and held it in 1 quarter. The position peaked at $470K in Q2 2013. 50 funds tracked by Wall St. Rank hold FXA as of Q3 2013.

  • Alerus Investment Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2013 after selling out during the quarter.
  • Alerus Investment Advisors sold 5,130 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2013, an estimated $470K.
  • Alerus Investment Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2013 and held it in 1 quarter.
  • Alerus Investment Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $470K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2013.

Based on Alerus Investment Advisors's 13F filing for Q3 2013, filed 24 Oct 2013.