Level Four Advisory Services’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2018
Q1
Sell
-5,243
Closed -$446K 539
2017
Q4
$446K Sell
5,243
-230
-4% -$19.6K 0.03% 378
2017
Q3
$467K Buy
+5,473
New +$474K 0.04% 351

Other funds holding FXY

Level Four Advisory Services's FXY Position: Q1 2018 in Review

Level Four Advisory Services sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q1 2018, closing a stake of 5,243 shares — an estimated $446K sold.

Level Four Advisory Services first reported a position in FXY in Q3 2017 and held it in 2 quarters. The position peaked at $467K in Q3 2017. 43 funds tracked by Wall St. Rank hold FXY as of Q1 2018.

  • Level Four Advisory Services reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q1 2018 after selling out during the quarter.
  • Level Four Advisory Services sold 5,243 Invesco CurrencyShares Japanese Yen Trust shares in Q1 2018, an estimated $446K.
  • Level Four Advisory Services first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2017 and held it in 2 quarters.
  • Level Four Advisory Services's Invesco CurrencyShares Japanese Yen Trust position peaked at $467K in Q3 2017.
  • 43 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q1 2018.

Based on Level Four Advisory Services's 13F filing for Q1 2018, filed 14 May 2018.