NewSquare Capital’s Invesco CurrencyShares Swedish Krona Trust FXS Stock Holding History

NewSquare Capital’s Portfolio FXS Stock Details FXS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,855	Closed	-$214K	–	483
2016 Q2	$214K	Buy	1,855 +1,115	+151%	+$133K	0.05%	115
2016 Q1	$89K	Buy	+740	New	+$86.1K	0.03%	144

Other funds holding FXS

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

HSA

Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

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

NewSquare Capital's FXS Position: Q3 2016 in Review

NewSquare Capital sold out of Invesco CurrencyShares Swedish Krona Trust (FXS) in Q3 2016, closing a stake of 1,855 shares — an estimated $214K sold.

NewSquare Capital first reported a position in FXS in Q1 2016 and held it in 2 quarters. The position peaked at $214K in Q2 2016. 7 funds tracked by Wall St. Rank hold FXS as of Q3 2016.

NewSquare Capital reported no remaining Invesco CurrencyShares Swedish Krona Trust position as of Q3 2016 after selling out during the quarter.
NewSquare Capital sold 1,855 Invesco CurrencyShares Swedish Krona Trust shares in Q3 2016, an estimated $214K.
NewSquare Capital first reported a position in Invesco CurrencyShares Swedish Krona Trust in Q1 2016 and held it in 2 quarters.
NewSquare Capital's Invesco CurrencyShares Swedish Krona Trust position peaked at $214K in Q2 2016.
7 funds tracked by Wall St. Rank held Invesco CurrencyShares Swedish Krona Trust as of Q3 2016.

Based on NewSquare Capital's 13F filing for Q3 2016, filed 2 Nov 2016.