IFP Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

IFP Advisors’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
2016 Q4	–	Sell	-284	Closed	-$27K	–	4036
2016 Q3	$27K	Hold	284	–	–	﹤0.01%	2212
2016 Q2	$27K	Buy	+284	New	+$25.5K	﹤0.01%	2148

Other funds holding FXY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

MSU

Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

IFP Advisors's FXY Position: Q4 2016 in Review

IFP Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2016, closing a stake of 284 shares — an estimated $27K sold.

IFP Advisors first reported a position in FXY in Q2 2016 and held it in 2 quarters. The position peaked at $27K in Q3 2016. 30 funds tracked by Wall St. Rank hold FXY as of Q4 2016.

IFP Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2016 after selling out during the quarter.
IFP Advisors sold 284 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2016, an estimated $27K.
IFP Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2016 and held it in 2 quarters.
IFP Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $27K in Q3 2016.
30 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2016.

Based on IFP Advisors's 13F filing for Q4 2016, filed 14 Feb 2017.