OWP
FXA icon

Obermeyer Wealth Partners’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Obermeyer Wealth Partners’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
-730
Closed -$67K – 151
2013
Q2 		$67K Buy
+730
New +$72.5K 0.02% 102

Other funds holding FXA

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
RCP
Rothschild Capital Partners New York $408M AUM 25.87% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
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
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Obermeyer Wealth Partners's FXA Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2013, closing a stake of 730 shares — an estimated $67K sold.

Obermeyer Wealth Partners first reported a position in FXA in Q2 2013 and held it in 1 quarter. The position peaked at $67K in Q2 2013. 50 funds tracked by Wall St. Rank hold FXA as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 730 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2013, an estimated $67K.
  • Obermeyer Wealth Partners first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco CurrencyShares Australian Dollar Trust position peaked at $67K in Q2 2013.
  • 50 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.