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Calton & Associates’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Calton & Associates’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
2018
Q1 		– Sell
-41
Closed -$3K – 688
2017
Q4 		$3K Buy
+41
New +$3.49K ﹤0.01% 1323

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Bank of America
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Goldman Sachs
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BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
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Calton & Associates's FXY Position: Q1 2018 in Review

Calton & Associates sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2018, closing a stake of 41 shares — an estimated $3K sold.

Calton & Associates first reported a position in FXY in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 43 funds tracked by Wall St. Rank hold FXY as of Q1 2018.

  • Calton & Associates reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 41 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2018, an estimated $3K.
  • Calton & Associates first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Invesco CurrencyShares Japanese Yen Trust position peaked at $3K in Q4 2017.
  • 43 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.