KJWM
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Kiley Juergens Wealth Management’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-700
Closed -$54K – 270
2017
Q4 		$54K Buy
+700
New +$53.8K 0.05% 193

Other funds holding FXA

TH
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Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
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
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Kiley Juergens Wealth Management's FXA Position: Q1 2018 in Review

Kiley Juergens Wealth Management sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2018, closing a stake of 700 shares — an estimated $54K sold.

Kiley Juergens Wealth Management first reported a position in FXA in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 29 funds tracked by Wall St. Rank hold FXA as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 700 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2018, an estimated $54K.
  • Kiley Juergens Wealth Management first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco CurrencyShares Australian Dollar Trust position peaked at $54K in Q4 2017.
  • 29 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2018, filed 23 Apr 2018.