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Concert Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Concert Wealth Management’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
2015
Q4 		– Sell
-3,763
Closed -$412K – 709
2015
Q3 		$412K Buy
+3,763
New +$411K 0.06% 391

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N
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Bank of America
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Concert Wealth Management's FXE Position: Q4 2015 in Review

Concert Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2015, closing a stake of 3,763 shares — an estimated $412K sold.

Concert Wealth Management first reported a position in FXE in Q3 2015 and held it in 1 quarter. The position peaked at $412K in Q3 2015. 41 funds tracked by Wall St. Rank hold FXE as of Q4 2015.

  • Concert Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 3,763 Invesco CurrencyShares Euro Currency Trust shares in Q4 2015, an estimated $412K.
  • Concert Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $412K in Q3 2015.
  • 41 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.