Mercer Global Advisors
FXC icon

Mercer Global Advisors’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Mercer Global Advisors’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
2024
Q4 		– Sell
-12,704
Closed -$921K – 2171
2024
Q3 		$921K Hold
12,704
– – ﹤0.01% 1050
2024
Q2 		$909K Buy
+12,704
New +$908K ﹤0.01% 1008

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Jane Street
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Citadel Advisors
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CIAS
CFS Investment Advisory Services Totowa, New Jersey $1.5B AUM 20.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
FFG
Fiduciary Financial Group San Rafael, California $882M AUM 23.98% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Mercer Global Advisors's FXC Position: Q4 2024 in Review

Mercer Global Advisors sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q4 2024, closing a stake of 12,704 shares — an estimated $921K sold.

Mercer Global Advisors first reported a position in FXC in Q2 2024 and held it in 2 quarters. The position peaked at $921K in Q3 2024. 17 funds tracked by Wall St. Rank hold FXC as of Q4 2024.

  • Mercer Global Advisors reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q4 2024 after selling out during the quarter.
  • Mercer Global Advisors sold 12,704 Invesco CurrencyShares Canadian Dollar Trust shares in Q4 2024, an estimated $921K.
  • Mercer Global Advisors first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q2 2024 and held it in 2 quarters.
  • Mercer Global Advisors's Invesco CurrencyShares Canadian Dollar Trust position peaked at $921K in Q3 2024.
  • 17 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q4 2024.

Based on Mercer Global Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.