KA
FXE icon

Klingman & Associates’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Klingman & Associates’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-2,401
Closed -$248K – 98
2017
Q1 		$248K Hold
2,401
– – 0.07% 84
2016
Q4 		$246K Buy
+2,401
New +$252K 0.07% 79

Other funds holding FXE

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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return

Klingman & Associates's FXE Position: Q2 2017 in Review

Klingman & Associates sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2017, closing a stake of 2,401 shares — an estimated $248K sold.

Klingman & Associates first reported a position in FXE in Q4 2016 and held it in 2 quarters. The position peaked at $248K in Q1 2017. 45 funds tracked by Wall St. Rank hold FXE as of Q2 2017.

  • Klingman & Associates reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2017 after selling out during the quarter.
  • Klingman & Associates sold 2,401 Invesco CurrencyShares Euro Currency Trust shares in Q2 2017, an estimated $248K.
  • Klingman & Associates first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2016 and held it in 2 quarters.
  • Klingman & Associates's Invesco CurrencyShares Euro Currency Trust position peaked at $248K in Q1 2017.
  • 45 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2017.

Based on Klingman & Associates's 13F filing for Q2 2017, filed 21 Jul 2017.