FANJ
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Financial Architects (New Jersey)’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Financial Architects (New Jersey)’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
2018
Q1 		– Sell
-35
Closed -$5K – 1457
2017
Q4 		$5K Sell
35
-65
-65% -$8.39K ﹤0.01% 1285
2017
Q3 		$13K Hold
100
– – ﹤0.01% 1062
2017
Q2 		$13K Hold
100
– – ﹤0.01% 1072
2017
Q1 		$12K Hold
100
– – ﹤0.01% 1086
2016
Q4 		$12K Hold
100
– – ﹤0.01% 964
2016
Q3 		$13K Hold
100
– – ﹤0.01% 942
2016
Q2 		$13K Buy
+100
New +$14K ﹤0.01% 905
2014
Q4 		– Sell
-300
Closed -$48K – 979
2014
Q3 		$48K Buy
300
+150
+100% +$24.6K 0.02% 311
2014
Q2 		$25K Buy
+150
New +$24.9K 0.01% 453

Other funds holding FXB

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $76.1M AUM 14.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return