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National Planning Corporation’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

National Planning Corporation’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-13,277
Closed -$1.22M – 675
2013
Q2 		$1.22M Buy
+13,277
New +$1.32M 0.15% 153

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TH
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RCP
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Bank of America
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CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Comerica Bank
Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return
Wells Fargo
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National Planning Corporation's FXA Position: Q3 2013 in Review

National Planning Corporation sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2013, closing a stake of 13,277 shares — an estimated $1.22M sold.

National Planning Corporation first reported a position in FXA in Q2 2013 and held it in 1 quarter. The position peaked at $1.22M in Q2 2013. 50 funds tracked by Wall St. Rank hold FXA as of Q3 2013.

  • National Planning Corporation reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2013 after selling out during the quarter.
  • National Planning Corporation sold 13,277 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2013, an estimated $1.22M.
  • National Planning Corporation first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2013 and held it in 1 quarter.
  • National Planning Corporation's Invesco CurrencyShares Australian Dollar Trust position peaked at $1.22M in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2013.

Based on National Planning Corporation's 13F filing for Q3 2013, filed 22 Oct 2013.