Courage Miller Partners’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Courage Miller Partners’s Portfolio FXF Stock Details FXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3,931	Closed	-$402K	–	58
2014 Q3	$402K	Sell	3,931 -3,858	-50%	-$412K	0.31%	43
2014 Q2	$859K	Sell	7,789 -86	-1%	-$9.46K	0.63%	41
2014 Q1	$872K	Sell	7,875 -112	-1%	-$12.3K	0.69%	39
2013 Q4	$877K	Sell	7,987 -598	-7%	-$64.9K	0.74%	37
2013 Q3	$931K	Hold	8,585	–	–	0.76%	34
2013 Q2	$892K	Buy	+8,585	New	+$895K	0.81%	30

Other funds holding FXF

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Courage Miller Partners's FXF Position: Q4 2014 in Review

Courage Miller Partners sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2014, closing a stake of 3,931 shares — an estimated $402K sold.

Courage Miller Partners first reported a position in FXF in Q2 2013 and held it in 6 quarters. The position peaked at $931K in Q3 2013. 35 funds tracked by Wall St. Rank hold FXF as of Q4 2014.

Courage Miller Partners reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2014 after selling out during the quarter.
Courage Miller Partners sold 3,931 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2014, an estimated $402K.
Courage Miller Partners first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2013 and held it in 6 quarters.
Courage Miller Partners's Invesco CurrencyShares Swiss Franc Trust position peaked at $931K in Q3 2013.
35 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2014.

Based on Courage Miller Partners's 13F filing for Q4 2014, filed 6 Feb 2015.