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KCM Investment Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

KCM Investment Advisors’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-5,070
Closed -$445K – 522
2014
Q3 		$445K Hold
5,070
– – 0.04% 340
2014
Q2 		$479K Buy
+5,070
New +$473K 0.04% 322

Other funds holding FXA

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

KCM Investment Advisors's FXA Position: Q4 2014 in Review

KCM Investment Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2014, closing a stake of 5,070 shares — an estimated $445K sold.

KCM Investment Advisors first reported a position in FXA in Q2 2014 and held it in 2 quarters. The position peaked at $479K in Q2 2014. 36 funds tracked by Wall St. Rank hold FXA as of Q4 2014.

  • KCM Investment Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2014 after selling out during the quarter.
  • KCM Investment Advisors sold 5,070 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2014, an estimated $445K.
  • KCM Investment Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2014 and held it in 2 quarters.
  • KCM Investment Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $479K in Q2 2014.
  • 36 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2014.

Based on KCM Investment Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.