EWM
FXB icon

Edge Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Edge Wealth Management’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
Q4 		– Sell
-2
Closed -$1K – 547
2017
Q3 		$1K Sell
2
-255
-99% -$32.5K ﹤0.01% 505
2017
Q2 		$32K Hold
257
– – 0.01% 252
2017
Q1 		$31K Sell
257
-2
-0.8% -$242 0.01% 245
2016
Q4 		$31K Buy
259
+210
+429% +$25.5K 0.01% 228
2016
Q3 		$6K Buy
49
+41
+513% +$5.26K ﹤0.01% 381
2016
Q2 		$1K Buy
+8
New +$1.12K ﹤0.01% 427

Other funds holding FXB

WAM
Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.65% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Edge Wealth Management's FXB Position: Q4 2017 in Review

Edge Wealth Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2017, closing a stake of 2 shares — an estimated $1K sold.

Edge Wealth Management first reported a position in FXB in Q2 2016 and held it in 6 quarters. The position peaked at $32K in Q2 2017. 50 funds tracked by Wall St. Rank hold FXB as of Q4 2017.

  • Edge Wealth Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2017 after selling out during the quarter.
  • Edge Wealth Management sold 2 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2017, an estimated $1K.
  • Edge Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2016 and held it in 6 quarters.
  • Edge Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $32K in Q2 2017.
  • 50 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2017.

Based on Edge Wealth Management's 13F filing for Q4 2017, filed 18 Jan 2018.