Lehman Financial Resources’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Lehman Financial Resources’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
2015 Q4	–	Sell	-523	Closed	-$38K	–	156
2015 Q3	$38K	Hold	523	–	–	0.02%	177
2015 Q2	$41K	Hold	523	–	–	0.02%	173
2015 Q1	$41K	Hold	523	–	–	0.02%	176
2014 Q4	$45K	Hold	523	–	–	0.02%	151
2014 Q3	$46K	Hold	523	–	–	0.02%	156
2014 Q2	$49K	Hold	523	–	–	0.02%	145
2014 Q1	$47K	Hold	523	–	–	0.02%	143
2013 Q4	$49K	Buy	+523	New	+$49.6K	0.03%	127

Other funds holding FXC

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

FTIOP

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

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

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

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

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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

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

Lehman Financial Resources's FXC Position: Q4 2015 in Review

Lehman Financial Resources sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q4 2015, closing a stake of 523 shares — an estimated $38K sold.

Lehman Financial Resources first reported a position in FXC in Q4 2013 and held it in 8 quarters. The position peaked at $49K in Q2 2014. 39 funds tracked by Wall St. Rank hold FXC as of Q4 2015.

Lehman Financial Resources reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q4 2015 after selling out during the quarter.
Lehman Financial Resources sold 523 Invesco CurrencyShares Canadian Dollar Trust shares in Q4 2015, an estimated $38K.
Lehman Financial Resources first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q4 2013 and held it in 8 quarters.
Lehman Financial Resources's Invesco CurrencyShares Canadian Dollar Trust position peaked at $49K in Q2 2014.
39 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.