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Institute for Wealth Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Institute for Wealth Management’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
2014
Q4 		– Sell
-41
Closed -$4K – 34
2014
Q3 		$4K Hold
41
– – ﹤0.01% 59
2014
Q2 		$4K Hold
41
– – ﹤0.01% 59
2014
Q1 		$4K Hold
41
– – ﹤0.01% 70
2013
Q4 		$4K Hold
41
– – ﹤0.01% 66
2013
Q3 		$4K Hold
41
– – ﹤0.01% 59
2013
Q2 		$4K Buy
+41
New +$4.07K ﹤0.01% 102

Other funds holding FXY

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
ST
Spot Trading Chicago, Illinois $5.81B AUM 22.41% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Institute for Wealth Management's FXY Position: Q4 2014 in Review

Institute for Wealth Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2014, closing a stake of 41 shares — an estimated $4K sold.

Institute for Wealth Management first reported a position in FXY in Q2 2013 and held it in 6 quarters. The position peaked at $4K in Q3 2014. 28 funds tracked by Wall St. Rank hold FXY as of Q4 2014.

  • Institute for Wealth Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2014 after selling out during the quarter.
  • Institute for Wealth Management sold 41 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2014, an estimated $4K.
  • Institute for Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2013 and held it in 6 quarters.
  • Institute for Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $4K in Q3 2014.
  • 28 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2014.

Based on Institute for Wealth Management's 13F filing for Q4 2014, filed 26 Jan 2015.