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Gupta Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Gupta Wealth Management’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
2015
Q3 		– Sell
-100
Closed -$10K – 1283
2015
Q2 		$10K Buy
+100
New +$10.3K ﹤0.01% 893

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Gupta Wealth Management's FXF Position: Q3 2015 in Review

Gupta Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2015, closing a stake of 100 shares — an estimated $10K sold.

Gupta Wealth Management first reported a position in FXF in Q2 2015 and held it in 1 quarter. The position peaked at $10K in Q2 2015. 34 funds tracked by Wall St. Rank hold FXF as of Q3 2015.

  • Gupta Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2015 after selling out during the quarter.
  • Gupta Wealth Management sold 100 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2015, an estimated $10K.
  • Gupta Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2015 and held it in 1 quarter.
  • Gupta Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $10K in Q2 2015.
  • 34 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2015.

Based on Gupta Wealth Management's 13F filing for Q3 2015, filed 18 Nov 2015.