Courage Miller Partners’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3,333	Closed	-$296K	–	59
2014 Q3	$296K	Sell	3,333 -3,273	-50%	-$307K	0.23%	49
2014 Q2	$636K	Sell	6,606 -320	-5%	-$30.6K	0.47%	46
2014 Q1	$655K	Sell	6,926 -102	-1%	-$9.69K	0.51%	43
2013 Q4	$652K	Sell	7,028 -591	-8%	-$57.6K	0.55%	41
2013 Q3	$758K	Hold	7,619	–	–	0.62%	39
2013 Q2	$751K	Buy	+7,619	New	+$756K	0.68%	32

Other funds holding FXY

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

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

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

Courage Miller Partners sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2014, closing a stake of 3,333 shares — an estimated $296K sold.

Courage Miller Partners first reported a position in FXY in Q2 2013 and held it in 6 quarters. The position peaked at $758K in Q3 2013. 28 funds tracked by Wall St. Rank hold FXY as of Q4 2014.

Courage Miller Partners reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2014 after selling out during the quarter.
Courage Miller Partners sold 3,333 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2014, an estimated $296K.
Courage Miller Partners first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2013 and held it in 6 quarters.
Courage Miller Partners's Invesco CurrencyShares Japanese Yen Trust position peaked at $758K in Q3 2013.
28 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2014.

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