Apriem Advisors’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Apriem Advisors’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
2018 Q3	–	Sell	-800	Closed	-$102K	–	222
2018 Q2	$102K	Buy	+800	New	+$106K	0.02%	171
2017 Q2	–	Sell	-800	Closed	-$98K	–	280
2017 Q1	$98K	Hold	800	–	–	0.03%	173
2016 Q4	$96K	Hold	800	–	–	0.03%	173
2016 Q3	$101K	Buy	+800	New	+$103K	0.03%	166

Other funds holding FXB

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

WAM

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

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

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

HSA

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

PBT

Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Apriem Advisors's FXB Position: Q3 2018 in Review

Apriem Advisors sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q3 2018, closing a stake of 800 shares — an estimated $102K sold.

Apriem Advisors first reported a position in FXB in Q3 2016 and held it in 4 quarters. The position peaked at $102K in Q2 2018. 39 funds tracked by Wall St. Rank hold FXB as of Q3 2018.

Apriem Advisors reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q3 2018 after selling out during the quarter.
Apriem Advisors sold 800 Invesco CurrencyShares British Pound Sterling Trust shares in Q3 2018, an estimated $102K.
Apriem Advisors first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2016 and held it in 4 quarters.
Apriem Advisors's Invesco CurrencyShares British Pound Sterling Trust position peaked at $102K in Q2 2018.
39 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q3 2018.

Based on Apriem Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.