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

Beaumont Financial 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
2016
Q2 		– Sell
-27,332
Closed -$2.1M – 146
2016
Q1 		$2.1M Buy
+27,332
New +$1.98M 0.34% 73
2014
Q3 		– Sell
-109,703
Closed -$10.4M – 167
2014
Q2 		$10.4M Buy
+109,703
New +$10.2M 0.73% 59

Other funds holding FXA

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
WBG
Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Beaumont Financial Advisors's FXA Position: Q2 2016 in Review

Beaumont Financial Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2016, closing a stake of 27,332 shares — an estimated $2.1M sold.

Beaumont Financial Advisors first reported a position in FXA in Q2 2014 and held it in 2 quarters. The position peaked at $10.4M in Q2 2014. 26 funds tracked by Wall St. Rank hold FXA as of Q2 2016.

  • Beaumont Financial Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2016 after selling out during the quarter.
  • Beaumont Financial Advisors sold 27,332 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2016, an estimated $2.1M.
  • Beaumont Financial Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2014 and held it in 2 quarters.
  • Beaumont Financial Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $10.4M in Q2 2014.
  • 26 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2016.

Based on Beaumont Financial Advisors's 13F filing for Q2 2016, filed 10 Aug 2016.