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Endurance Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Endurance Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-310
Closed -$32K – 519
2015
Q2 		$32K Buy
+310
New +$32.1K 0.01% 313

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VF
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QA
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Endurance Wealth Management's FXF Position: Q3 2015 in Review

Endurance Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2015, closing a stake of 310 shares — an estimated $32K sold.

Endurance Wealth Management first reported a position in FXF in Q2 2015 and held it in 1 quarter. The position peaked at $32K in Q2 2015. 34 funds tracked by Wall St. Rank hold FXF as of Q3 2015.

  • Endurance Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2015 after selling out during the quarter.
  • Endurance Wealth Management sold 310 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2015, an estimated $32K.
  • Endurance Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2015 and held it in 1 quarter.
  • Endurance Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $32K in Q2 2015.
  • 34 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2015.

Based on Endurance Wealth Management's 13F filing for Q3 2015, filed 6 Nov 2015.