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

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

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.