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Belvedere Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Belvedere Advisors’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		$105K Sell
1,107
-2,258
-67% -$209K 3.24% 10
2019
Q1 		$314K Buy
+3,365
New +$314K 4.05% 8

Other funds holding FXF

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GTC
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IFA
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Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Belvedere Advisors's FXF Position: Q2 2019 in Review

Belvedere Advisors reduced its Invesco CurrencyShares Swiss Franc Trust (FXF) stake by 67% in Q2 2019, selling an estimated $209K and leaving 1,107 shares worth $105K. The position accounts for 3.24% of the portfolio, ranked #10.

Belvedere Advisors first reported a position in FXF in Q1 2019 and has held it in 2 quarters since. The position peaked at $314K in Q1 2019. 30 funds tracked by Wall St. Rank hold FXF as of Q2 2019.

  • Belvedere Advisors held 1,107 shares of Invesco CurrencyShares Swiss Franc Trust worth $105K as of Q2 2019.
  • Belvedere Advisors sold 2,258 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2019, an estimated $209K.
  • Invesco CurrencyShares Swiss Franc Trust made up 3.24% of Belvedere Advisors's portfolio in Q2 2019, its #10 holding.
  • Belvedere Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q1 2019 and has held it in 2 quarters since.
  • Belvedere Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $314K in Q1 2019.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2019.

Based on Belvedere Advisors's 13F filing for Q2 2019, filed 24 Sep 2019.