BFA
FXB icon

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
Citigroup New York $157B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
U
UBS Zurich, Switzerland $109B AUM 16.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
SAMT
Select Asset Management & Trust Mechanicsburg, Pennsylvania $320M AUM 18.83% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return