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

Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return

Pictet Bank & Trust Nassau, Bahamas $76.1M AUM 14.62% 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

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

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

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