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IHT Wealth Management’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

IHT Wealth Management’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-953
Closed -$113K – 776
2018
Q1 		$113K Hold
953
– – 0.03% 455
2017
Q4 		$110K Buy
+953
New +$108K 0.03% 472

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

IHT Wealth Management's FXE Position: Q2 2018 in Review

IHT Wealth Management sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2018, closing a stake of 953 shares — an estimated $113K sold.

IHT Wealth Management first reported a position in FXE in Q4 2017 and held it in 2 quarters. The position peaked at $113K in Q1 2018. 46 funds tracked by Wall St. Rank hold FXE as of Q2 2018.

  • IHT Wealth Management reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 953 Invesco CurrencyShares Euro Currency Trust shares in Q2 2018, an estimated $113K.
  • IHT Wealth Management first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2017 and held it in 2 quarters.
  • IHT Wealth Management's Invesco CurrencyShares Euro Currency Trust position peaked at $113K in Q1 2018.
  • 46 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.