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Legacy Private Trust’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Legacy Private Trust’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
2013
Q4 		– Sell
-2,609
Closed -$283K – 206
2013
Q3 		$283K Buy
+2,609
New +$275K 0.06% 161

Other funds holding FXF

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QA
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TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
IFA
Interactive Financial Advisors New Lenox, Illinois $164M AUM 18.28% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Legacy Private Trust's FXF Position: Q4 2013 in Review

Legacy Private Trust sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2013, closing a stake of 2,609 shares — an estimated $283K sold.

Legacy Private Trust first reported a position in FXF in Q3 2013 and held it in 1 quarter. The position peaked at $283K in Q3 2013. 41 funds tracked by Wall St. Rank hold FXF as of Q4 2013.

  • Legacy Private Trust reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2013 after selling out during the quarter.
  • Legacy Private Trust sold 2,609 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2013, an estimated $283K.
  • Legacy Private Trust first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2013 and held it in 1 quarter.
  • Legacy Private Trust's Invesco CurrencyShares Swiss Franc Trust position peaked at $283K in Q3 2013.
  • 41 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2013.

Based on Legacy Private Trust's 13F filing for Q4 2013, filed 13 Jan 2014.