KJWM
FXB icon

Kiley Juergens Wealth Management’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Kiley Juergens Wealth Management’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
2018
Q1 		– Sell
-25
Closed -$3K – 271
2017
Q4 		$3K Buy
+25
New +$3.23K ﹤0.01% 612

Other funds holding FXB

WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $463M AUM 16% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $76.1M AUM 14.62% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Kiley Juergens Wealth Management sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2018, closing a stake of 25 shares — an estimated $3K sold.

Kiley Juergens Wealth Management first reported a position in FXB in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 41 funds tracked by Wall St. Rank hold FXB as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 25 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2018, an estimated $3K.
  • Kiley Juergens Wealth Management first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco CurrencyShares British Pound Sterling Trust position peaked at $3K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2018.

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