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Executive Wealth Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Executive Wealth Management’s Portfolio FXY Stock Details FXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-4,080
Closed -$355K – 861
2018
Q4 		$355K Buy
+4,080
New +$346K 0.06% 119

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Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HW
Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Executive Wealth Management's FXY Position: Q1 2019 in Review

Executive Wealth Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2019, closing a stake of 4,080 shares — an estimated $355K sold.

Executive Wealth Management first reported a position in FXY in Q4 2018 and held it in 1 quarter. The position peaked at $355K in Q4 2018. 39 funds tracked by Wall St. Rank hold FXY as of Q1 2019.

  • Executive Wealth Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2019 after selling out during the quarter.
  • Executive Wealth Management sold 4,080 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2019, an estimated $355K.
  • Executive Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q4 2018 and held it in 1 quarter.
  • Executive Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $355K in Q4 2018.
  • 39 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2019.

Based on Executive Wealth Management's 13F filing for Q1 2019, filed 2 May 2019.