Beaumont Financial Advisors’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Beaumont Financial Advisors’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
2014 Q3	–	Sell	-68,872	Closed	-$11.6M	–	168
2014 Q2	$11.6M	Sell	68,872 -42,379	-38%	-$7.02M	0.82%	49
2014 Q1	$18.3M	Buy	111,251 +59,828	+116%	+$9.75M	1.5%	22
2013 Q4	$8.4M	Buy	+51,423	New	+$8.21M	0.69%	54

Other funds holding FXB

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

SAMT

Select Asset Management & Trust Mechanicsburg, Pennsylvania $347M AUM 21.34% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Beaumont Financial Advisors's FXB Position: Q3 2014 in Review

Beaumont Financial Advisors sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q3 2014, closing a stake of 68,872 shares — an estimated $11.6M sold.

Beaumont Financial Advisors first reported a position in FXB in Q4 2013 and held it in 3 quarters. The position peaked at $18.3M in Q1 2014. 19 funds tracked by Wall St. Rank hold FXB as of Q3 2014.

Beaumont Financial Advisors reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q3 2014 after selling out during the quarter.
Beaumont Financial Advisors sold 68,872 Invesco CurrencyShares British Pound Sterling Trust shares in Q3 2014, an estimated $11.6M.
Beaumont Financial Advisors first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2013 and held it in 3 quarters.
Beaumont Financial Advisors's Invesco CurrencyShares British Pound Sterling Trust position peaked at $18.3M in Q1 2014.
19 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q3 2014.

Based on Beaumont Financial Advisors's 13F filing for Q3 2014, filed 6 Nov 2014.