Clear Perspective Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Clear Perspective Advisors’s Portfolio FXE Stock Details FXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-1,000	Closed	-$110K	–	486
2017 Q2	$110K	Buy	+1,000	New	+$107K	0.09%	164

Other funds holding FXE

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

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of Nova Scotia Toronto, Ontario, Canada $57.2B AUM 35.3% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Glovista Investments Jersey City, New Jersey $215M AUM 10.51% 1-Year Est. Return

Clear Perspective Advisors's FXE Position: Q3 2017 in Review

Clear Perspective Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2017, closing a stake of 1,000 shares — an estimated $110K sold.

Clear Perspective Advisors first reported a position in FXE in Q2 2017 and held it in 1 quarter. The position peaked at $110K in Q2 2017. 46 funds tracked by Wall St. Rank hold FXE as of Q3 2017.

Clear Perspective Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2017 after selling out during the quarter.
Clear Perspective Advisors sold 1,000 Invesco CurrencyShares Euro Currency Trust shares in Q3 2017, an estimated $110K.
Clear Perspective Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2017 and held it in 1 quarter.
Clear Perspective Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $110K in Q2 2017.
46 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2017.

Based on Clear Perspective Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.