Integrated Wealth Management (Palm Desert)’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Integrated Wealth Management (Palm Desert)’s Portfolio FXB Stock Details FXB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-15	Closed	-$2K	–	525
2016 Q3	$2K	Hold	15	–	–	﹤0.01%	1057
2016 Q2	$2K	Buy	+15	New	+$2.1K	﹤0.01%	1069

Other funds holding FXB

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Orbitronix LP Newport Beach, California $54.2M AUM 17.92% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Group One Trading Chicago, Illinois $71.1B AUM 128.96% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

WAM

Wolverine Asset Management Chicago, Illinois $11.4B AUM 5.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Integrated Wealth Management (Palm Desert)'s FXB Position: Q4 2016 in Review

Integrated Wealth Management (Palm Desert) sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2016, closing a stake of 15 shares — an estimated $2K sold.

Integrated Wealth Management (Palm Desert) first reported a position in FXB in Q2 2016 and held it in 2 quarters. The position peaked at $2K in Q3 2016. 50 funds tracked by Wall St. Rank hold FXB as of Q4 2016.

Integrated Wealth Management (Palm Desert) reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2016 after selling out during the quarter.
Integrated Wealth Management (Palm Desert) sold 15 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2016, an estimated $2K.
Integrated Wealth Management (Palm Desert) first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q2 2016 and held it in 2 quarters.
Integrated Wealth Management (Palm Desert)'s Invesco CurrencyShares British Pound Sterling Trust position peaked at $2K in Q3 2016.
50 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2016.

Based on Integrated Wealth Management (Palm Desert)'s 13F filing for Q4 2016, filed 6 Jan 2017.