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Obermeyer Wealth Partners’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,390
Closed -$131K – 152
2013
Q2 		$131K Buy
+1,390
New +$135K 0.04% 68

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

Obermeyer Wealth Partners sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q3 2013, closing a stake of 1,390 shares — an estimated $131K sold.

Obermeyer Wealth Partners first reported a position in FXC in Q2 2013 and held it in 1 quarter. The position peaked at $131K in Q2 2013. 46 funds tracked by Wall St. Rank hold FXC as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,390 Invesco CurrencyShares Canadian Dollar Trust shares in Q3 2013, an estimated $131K.
  • Obermeyer Wealth Partners first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Invesco CurrencyShares Canadian Dollar Trust position peaked at $131K in Q2 2013.
  • 46 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q3 2013.

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