Aspiriant LLC’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Aspiriant LLC’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 Q1	–	Sell	-4,089	Closed	-$506K	–	236
2018 Q4	$506K	Hold	4,089	–	–	0.04%	141
2018 Q3	$517K	Hold	4,089	–	–	0.04%	154
2018 Q2	$524K	Hold	4,089	–	–	0.04%	155
2018 Q1	$557K	Hold	4,089	–	–	0.05%	147
2017 Q4	$536K	Hold	4,089	–	–	0.16%	47
2017 Q3	$533K	Hold	4,089	–	–	0.04%	135
2017 Q2	$519K	Hold	4,089	–	–	0.05%	142
2017 Q1	$499K	Hold	4,089	–	–	0.04%	146
2016 Q4	$492K	Buy	+4,089	New	+$496K	0.04%	137

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

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

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

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

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

SFS

Sowell Financial Services North Little Rock, Arkansas $3.06B AUM 30.02% 1-Year Est. Return

Aspiriant LLC's FXB Position: Q1 2019 in Review

Aspiriant LLC sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2019, closing a stake of 4,089 shares — an estimated $506K sold.

Aspiriant LLC first reported a position in FXB in Q4 2016 and held it in 9 quarters. The position peaked at $557K in Q1 2018. 38 funds tracked by Wall St. Rank hold FXB as of Q1 2019.

Aspiriant LLC reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2019 after selling out during the quarter.
Aspiriant LLC sold 4,089 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2019, an estimated $506K.
Aspiriant LLC first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2016 and held it in 9 quarters.
Aspiriant LLC's Invesco CurrencyShares British Pound Sterling Trust position peaked at $557K in Q1 2018.
38 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2019.

Based on Aspiriant LLC's 13F filing for Q1 2019, filed 3 May 2019.