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 New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Financial Architects (New Jersey)'s FXB Position: Q1 2018 in Review

Financial Architects (New Jersey) sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2018, closing a stake of 35 shares — an estimated $5K sold.

Financial Architects (New Jersey) first reported a position in FXB in Q2 2014 and held it in 9 quarters. The position peaked at $48K in Q3 2014. 41 funds tracked by Wall St. Rank hold FXB as of Q1 2018.

Financial Architects (New Jersey) reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2018 after selling out during the quarter.
Financial Architects (New Jersey) sold 35 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2018, an estimated $5K.
Financial Architects (New Jersey) first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2014 and held it in 9 quarters.
Financial Architects (New Jersey)'s Invesco CurrencyShares British Pound Sterling Trust position peaked at $48K in Q3 2014.
41 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2018.

Based on Financial Architects (New Jersey)'s 13F filing for Q1 2018, filed 23 Apr 2018.