CFO
FXB icon

Colony Family Offices’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Colony Family Offices’s Portfolio FXB Stock Details FXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-2,250
Closed -$297K – 53
2020
Q4 		$297K Buy
+2,250
New +$287K 0.28% 21

Other funds holding FXB

WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
IMC Chicago
IMC Chicago Chicago, Illinois $419B AUM 72.04% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Colony Family Offices's FXB Position: Q1 2021 in Review

Colony Family Offices sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2021, closing a stake of 2,250 shares — an estimated $297K sold.

Colony Family Offices first reported a position in FXB in Q4 2020 and held it in 1 quarter. The position peaked at $297K in Q4 2020. 35 funds tracked by Wall St. Rank hold FXB as of Q1 2021.

  • Colony Family Offices reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2021 after selling out during the quarter.
  • Colony Family Offices sold 2,250 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2021, an estimated $297K.
  • Colony Family Offices first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2020 and held it in 1 quarter.
  • Colony Family Offices's Invesco CurrencyShares British Pound Sterling Trust position peaked at $297K in Q4 2020.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2021.

Based on Colony Family Offices's 13F filing for Q1 2021, filed 11 May 2021.