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Atria Investments’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Atria Investments’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,985
Closed -$218K – 404
2015
Q3 		$218K Buy
+1,985
New +$217K 0.03% 313

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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
PP
Paloma Partners Greenwich, Connecticut $510M AUM 286.05% 1-Year Est. Return
N
Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Atria Investments's FXE Position: Q4 2015 in Review

Atria Investments sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2015, closing a stake of 1,985 shares — an estimated $218K sold.

Atria Investments first reported a position in FXE in Q3 2015 and held it in 1 quarter. The position peaked at $218K in Q3 2015. 41 funds tracked by Wall St. Rank hold FXE as of Q4 2015.

  • Atria Investments reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2015 after selling out during the quarter.
  • Atria Investments sold 1,985 Invesco CurrencyShares Euro Currency Trust shares in Q4 2015, an estimated $218K.
  • Atria Investments first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2015 and held it in 1 quarter.
  • Atria Investments's Invesco CurrencyShares Euro Currency Trust position peaked at $218K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2015.

Based on Atria Investments's 13F filing for Q4 2015, filed 14 Jan 2016.