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Fusion Investment Group’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Fusion Investment Group’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-95
Closed -$10K – 148
2014
Q3 		$10K Hold
95
– – 0.01% 173
2014
Q2 		$10K Buy
+95
New +$10.5K 0.01% 187
2014
Q1 		– Sell
-27
Closed -$3K – 234
2013
Q4 		$3K Buy
+27
New +$2.93K ﹤0.01% 230

Other funds holding FXF

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fusion Investment Group's FXF Position: Q4 2014 in Review

Fusion Investment Group sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2014, closing a stake of 95 shares — an estimated $10K sold.

Fusion Investment Group first reported a position in FXF in Q4 2013 and held it in 3 quarters. The position peaked at $10K in Q3 2014. 35 funds tracked by Wall St. Rank hold FXF as of Q4 2014.

  • Fusion Investment Group reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2014 after selling out during the quarter.
  • Fusion Investment Group sold 95 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2014, an estimated $10K.
  • Fusion Investment Group first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2013 and held it in 3 quarters.
  • Fusion Investment Group's Invesco CurrencyShares Swiss Franc Trust position peaked at $10K in Q3 2014.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2014.

Based on Fusion Investment Group's 13F filing for Q4 2014, filed 9 Feb 2015.