Creative Planning
FXB icon

Creative Planning’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Creative Planning’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
2017
Q3 		– Sell
-650
Closed -$82K – 2559
2017
Q2 		$82K Sell
650
-35
-5% -$4.37K ﹤0.01% 2137
2017
Q1 		$84K Hold
685
– – ﹤0.01% 2072
2016
Q4 		$82K Buy
685
+542
+379% +$65.7K ﹤0.01% 1999
2016
Q3 		$18K Buy
143
+108
+309% +$13.9K ﹤0.01% 3119
2016
Q2 		$5K Buy
+35
New +$4.91K ﹤0.01% 3638
2015
Q2 		– Sell
-496
Closed -$72K – 1782
2015
Q1 		$72K Hold
496
– – ﹤0.01% 1762
2014
Q4 		$76K Hold
496
– – ﹤0.01% 1708
2014
Q3 		$79K Buy
+496
New +$81.4K ﹤0.01% 1630

Other funds holding FXB

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return