Kiley Juergens Wealth Management’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Kiley Juergens Wealth Management’s Portfolio FXC Stock Details FXC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$39K	–	272
2017 Q4	$39K	Buy	+500	New	+$38.8K	0.04%	229

Other funds holding FXC

HPWM

Highland Private Wealth Management Bellevue, Washington $620M AUM 18.88% 1-Year Est. Return

PAG

Private Advisory Group Redmond, Washington $1.52B AUM 41.01% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

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

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

Kiley Juergens Wealth Management sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q1 2018, closing a stake of 500 shares — an estimated $39K sold.

Kiley Juergens Wealth Management first reported a position in FXC in Q4 2017 and held it in 1 quarter. The position peaked at $39K in Q4 2017. 33 funds tracked by Wall St. Rank hold FXC as of Q1 2018.

Kiley Juergens Wealth Management reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q1 2018 after selling out during the quarter.
Kiley Juergens Wealth Management sold 500 Invesco CurrencyShares Canadian Dollar Trust shares in Q1 2018, an estimated $39K.
Kiley Juergens Wealth Management first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q4 2017 and held it in 1 quarter.
Kiley Juergens Wealth Management's Invesco CurrencyShares Canadian Dollar Trust position peaked at $39K in Q4 2017.
33 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q1 2018.

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