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Financial Gravity Companies’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Financial Gravity Companies’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
2018
Q4 		$2K Buy
+23
New +$1.95K ﹤0.01% 920
2018
Q1 		$2K Buy
+23
New +$2.04K ﹤0.01% 951

Other funds holding FXY

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
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
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Financial Gravity Companies's FXY Position: Q4 2018 in Review

Financial Gravity Companies opened a new position in Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2018: 23 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #920 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in FXY as recently as Q1 2018.

Financial Gravity Companies first reported a position in FXY in Q1 2018 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold FXY as of Q4 2018.

  • Financial Gravity Companies held 23 shares of Invesco CurrencyShares Japanese Yen Trust worth $2K as of Q4 2018.
  • Invesco CurrencyShares Japanese Yen Trust was a new Financial Gravity Companies position in Q4 2018.
  • Invesco CurrencyShares Japanese Yen Trust made up ﹤0.01% of Financial Gravity Companies's portfolio in Q4 2018, its #920 holding.
  • Financial Gravity Companies first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2018 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2018.

Based on Financial Gravity Companies's 13F filing for Q4 2018, filed 4 Feb 2019.