Burt Wealth Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Burt Wealth Advisors’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-60	Closed	-$5K	–	412
2016 Q3	$5K	Hold	60	–	–	0.01%	311
2016 Q2	$5K	Buy	+60	New	+$5.38K	0.01%	313

Other funds holding FXY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

Burt Wealth Advisors's FXY Position: Q4 2016 in Review

Burt Wealth Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2016, closing a stake of 60 shares — an estimated $5K sold.

Burt Wealth Advisors first reported a position in FXY in Q2 2016 and held it in 2 quarters. The position peaked at $5K in Q3 2016. 30 funds tracked by Wall St. Rank hold FXY as of Q4 2016.

Burt Wealth Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2016 after selling out during the quarter.
Burt Wealth Advisors sold 60 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2016, an estimated $5K.
Burt Wealth Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2016 and held it in 2 quarters.
Burt Wealth Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $5K in Q3 2016.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2016.

Based on Burt Wealth Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.