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

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

GTC

Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Creative Planning's FXB Position: Q3 2017 in Review

Creative Planning sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q3 2017, closing a stake of 650 shares — an estimated $82K sold.

Creative Planning first reported a position in FXB in Q3 2014 and held it in 8 quarters. The position peaked at $84K in Q1 2017. 47 funds tracked by Wall St. Rank hold FXB as of Q3 2017.

Creative Planning reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q3 2017 after selling out during the quarter.
Creative Planning sold 650 Invesco CurrencyShares British Pound Sterling Trust shares in Q3 2017, an estimated $82K.
Creative Planning first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2014 and held it in 8 quarters.
Creative Planning's Invesco CurrencyShares British Pound Sterling Trust position peaked at $84K in Q1 2017.
47 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q3 2017.

Based on Creative Planning's 13F filing for Q3 2017, filed 17 Oct 2017.