CIBC Private Wealth Group
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CIBC Private Wealth Group’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

CIBC Private Wealth Group’s Portfolio FXC Stock Details FXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-150
Closed -$12K – 1990
2017
Q4 		$12K Buy
+150
New +$11.6K ﹤0.01% 1505

Other funds holding FXC

HPWM
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PAG
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FTIOP
Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

CIBC Private Wealth Group's FXC Position: Q1 2018 in Review

CIBC Private Wealth Group sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q1 2018, closing a stake of 150 shares — an estimated $12K sold.

CIBC Private Wealth Group first reported a position in FXC in Q4 2017 and held it in 1 quarter. The position peaked at $12K in Q4 2017. 33 funds tracked by Wall St. Rank hold FXC as of Q1 2018.

  • CIBC Private Wealth Group reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q1 2018 after selling out during the quarter.
  • CIBC Private Wealth Group sold 150 Invesco CurrencyShares Canadian Dollar Trust shares in Q1 2018, an estimated $12K.
  • CIBC Private Wealth Group first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q4 2017 and held it in 1 quarter.
  • CIBC Private Wealth Group's Invesco CurrencyShares Canadian Dollar Trust position peaked at $12K in Q4 2017.
  • 33 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q1 2018.

Based on CIBC Private Wealth Group's 13F filing for Q1 2018, filed 17 May 2018.