KJWM
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Kiley Juergens Wealth Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Kiley Juergens Wealth Management’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-350
Closed -$33K – 274
2017
Q4 		$33K Buy
+350
New +$33.5K 0.03% 264

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

Kiley Juergens Wealth Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2018, closing a stake of 350 shares — an estimated $33K sold.

Kiley Juergens Wealth Management first reported a position in FXF in Q4 2017 and held it in 1 quarter. The position peaked at $33K in Q4 2017. 36 funds tracked by Wall St. Rank hold FXF as of Q1 2018.

  • Kiley Juergens Wealth Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 350 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2018, an estimated $33K.
  • Kiley Juergens Wealth Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2017 and held it in 1 quarter.
  • Kiley Juergens Wealth Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $33K in Q4 2017.
  • 36 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2018.

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