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Avantax Planning Partners’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Avantax Planning Partners’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
2018
Q2 		– Sell
-40
Closed -$5K – 681
2018
Q1 		$5K Buy
+40
New +$4.73K ﹤0.01% 1318

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LG
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Susquehanna International Group
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Royal Bank of Canada
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Deutsche Bank
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Avantax Planning Partners's FXE Position: Q2 2018 in Review

Avantax Planning Partners sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2018, closing a stake of 40 shares — an estimated $5K sold.

Avantax Planning Partners first reported a position in FXE in Q1 2018 and held it in 1 quarter. The position peaked at $5K in Q1 2018. 46 funds tracked by Wall St. Rank hold FXE as of Q2 2018.

  • Avantax Planning Partners reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 40 Invesco CurrencyShares Euro Currency Trust shares in Q2 2018, an estimated $5K.
  • Avantax Planning Partners first reported a position in Invesco CurrencyShares Euro Currency Trust in Q1 2018 and held it in 1 quarter.
  • Avantax Planning Partners's Invesco CurrencyShares Euro Currency Trust position peaked at $5K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2018.

Based on Avantax Planning Partners's 13F filing for Q2 2018, filed 13 Aug 2018.