Kingsview Wealth Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Kingsview Wealth Management’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-26,808	Closed	-$2.34M	–	532
2019 Q4	$2.34M	Buy	26,808 +7,418	+38%	+$649K	0.29%	94
2019 Q3	$1.71M	Buy	19,390 +4,552	+31%	+$404K	0.27%	111
2019 Q2	$1.31M	Sell	14,838 -5,773	-28%	-$501K	0.22%	122
2019 Q1	$1.77M	Buy	+20,611	New	+$1.79M	0.27%	105

Other funds holding FXY

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

CCA

Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Kingsview Wealth Management's FXY Position: Q1 2020 in Review

Kingsview Wealth Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2020, closing a stake of 26,808 shares — an estimated $2.34M sold.

Kingsview Wealth Management first reported a position in FXY in Q1 2019 and held it in 4 quarters. The position peaked at $2.34M in Q4 2019. 45 funds tracked by Wall St. Rank hold FXY as of Q1 2020.

Kingsview Wealth Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2020 after selling out during the quarter.
Kingsview Wealth Management sold 26,808 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2020, an estimated $2.34M.
Kingsview Wealth Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2019 and held it in 4 quarters.
Kingsview Wealth Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $2.34M in Q4 2019.
45 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2020.

Based on Kingsview Wealth Management's 13F filing for Q1 2020, filed 11 May 2020.