Gupta Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Gupta Wealth Management’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
2016 Q1	$14K	Hold	100	–	–	﹤0.01%	772
2015 Q4	$14K	Hold	100	–	–	﹤0.01%	794
2015 Q3	$15K	Hold	100	–	–	﹤0.01%	780
2015 Q2	$15K	Hold	100	–	–	﹤0.01%	801
2015 Q1	$15K	Buy	+100	New	+$14.9K	﹤0.01%	673

Other funds holding FXB

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ICM

Ionic Capital Management New York $690M AUM 70.34% 1-Year Est. Return

Gupta Wealth Management's FXB Position: Q1 2016 in Review

Gupta Wealth Management held its Invesco CurrencyShares British Pound Sterling Trust (FXB) position steady in Q1 2016 at 100 shares worth $14K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Gupta Wealth Management first reported a position in FXB in Q1 2015 and has held it in 5 quarters since. The position peaked at $15K in Q3 2015. 23 funds tracked by Wall St. Rank hold FXB as of Q1 2016.

Gupta Wealth Management held 100 shares of Invesco CurrencyShares British Pound Sterling Trust worth $14K as of Q1 2016.
Gupta Wealth Management left its Invesco CurrencyShares British Pound Sterling Trust share count unchanged in Q1 2016.
Invesco CurrencyShares British Pound Sterling Trust made up ﹤0.01% of Gupta Wealth Management's portfolio in Q1 2016, its #772 holding.
Gupta Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q1 2015 and has held it in 5 quarters since.
Gupta Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $15K in Q3 2015.
23 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2016.

Based on Gupta Wealth Management's 13F filing for Q1 2016, filed 16 May 2016.