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Howe & Rusling’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Howe & Rusling’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
2017
Q1 		– Sell
-25
Closed -$2K – 1017
2016
Q4 		$2K Buy
+25
New +$2.39K ﹤0.01% 861
2013
Q4 		– Sell
-15
Closed -$2K – 840
2013
Q3 		$2K Buy
+15
New +$1.58K ﹤0.01% 783

Other funds holding FXF

IFA
Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return
IC
InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
GTC
Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
CIBC World Market
CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Howe & Rusling's FXF Position: Q1 2017 in Review

Howe & Rusling sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2017, closing a stake of 25 shares — an estimated $2K sold.

Howe & Rusling first reported a position in FXF in Q3 2013 and held it in 2 quarters. The position peaked at $2K in Q4 2016. 37 funds tracked by Wall St. Rank hold FXF as of Q1 2017.

  • Howe & Rusling reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2017 after selling out during the quarter.
  • Howe & Rusling sold 25 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2017, an estimated $2K.
  • Howe & Rusling first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2013 and held it in 2 quarters.
  • Howe & Rusling's Invesco CurrencyShares Swiss Franc Trust position peaked at $2K in Q4 2016.
  • 37 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2017.

Based on Howe & Rusling's 13F filing for Q1 2017, filed 18 Apr 2017.