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Ballew Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Ballew 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
2018
Q4 		– Sell
-24
Closed -$2K – 216
2018
Q3 		$2K Buy
+24
New +$1.76K ﹤0.01% 405

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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Ballew Advisors's FXA Position: Q4 2018 in Review

Ballew Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2018, closing a stake of 24 shares — an estimated $2K sold.

Ballew Advisors first reported a position in FXA in Q3 2018 and held it in 1 quarter. The position peaked at $2K in Q3 2018. 24 funds tracked by Wall St. Rank hold FXA as of Q4 2018.

  • Ballew Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2018 after selling out during the quarter.
  • Ballew Advisors sold 24 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2018, an estimated $2K.
  • Ballew Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q3 2018 and held it in 1 quarter.
  • Ballew Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $2K in Q3 2018.
  • 24 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2018.

Based on Ballew Advisors's 13F filing for Q4 2018, filed 12 Feb 2019.