NewSquare Capital’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

NewSquare Capital’s Portfolio FXE Stock Details FXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-4,455	Closed	-$488K	–	340
2018 Q4	$488K	Buy	4,455 +160	+4%	+$17.5K	0.1%	87
2018 Q3	$477K	Buy	4,295 +175	+4%	+$19.5K	0.09%	91
2018 Q2	$463K	Buy	4,120 +625	+18%	+$71.6K	0.09%	93
2018 Q1	$414K	Buy	3,495 +425	+14%	+$50.3K	0.09%	94
2017 Q4	$355K	Buy	+3,070	New	+$349K	0.08%	93

Other funds holding FXE

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

BNP Paribas Financial Markets Paris, France $289B AUM 60.46% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

APW

Acima Private Wealth Richmond, Virginia $344M AUM 11.21% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

NewSquare Capital's FXE Position: Q1 2019 in Review

NewSquare Capital sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q1 2019, closing a stake of 4,455 shares — an estimated $488K sold.

NewSquare Capital first reported a position in FXE in Q4 2017 and held it in 5 quarters. The position peaked at $488K in Q4 2018. 41 funds tracked by Wall St. Rank hold FXE as of Q1 2019.

NewSquare Capital reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q1 2019 after selling out during the quarter.
NewSquare Capital sold 4,455 Invesco CurrencyShares Euro Currency Trust shares in Q1 2019, an estimated $488K.
NewSquare Capital first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2017 and held it in 5 quarters.
NewSquare Capital's Invesco CurrencyShares Euro Currency Trust position peaked at $488K in Q4 2018.
41 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q1 2019.

Based on NewSquare Capital's 13F filing for Q1 2019, filed 25 Apr 2019.