OneDigital Investment Advisors’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

OneDigital Investment Advisors’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
2019 Q3	–	Sell	-370	Closed	-$28K	–	786
2019 Q2	$28K	Hold	370	–	–	﹤0.01%	711
2019 Q1	$27K	Hold	370	–	–	﹤0.01%	644
2018 Q4	$27K	Hold	370	–	–	﹤0.01%	604
2018 Q3	$28K	Hold	370	–	–	0.01%	558
2018 Q2	$28K	Hold	370	–	–	0.01%	693
2018 Q1	$28K	Buy	370 +240	+185%	+$18.7K	0.01%	684
2017 Q4	$10K	Buy	130 +65	+100%	+$5.05K	﹤0.01%	966
2017 Q3	$5K	Buy	+65	New	+$5.12K	﹤0.01%	881

Other funds holding FXC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return

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

FTIOP

Fiduciary Trust International of Pennsylvania Radnor, Pennsylvania $2.14B AUM 3.72% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

FSA

Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return

Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

OneDigital Investment Advisors's FXC Position: Q3 2019 in Review

OneDigital Investment Advisors sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q3 2019, closing a stake of 370 shares — an estimated $28K sold.

OneDigital Investment Advisors first reported a position in FXC in Q3 2017 and held it in 8 quarters. The position peaked at $28K in Q2 2019. 23 funds tracked by Wall St. Rank hold FXC as of Q3 2019.

OneDigital Investment Advisors reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 370 Invesco CurrencyShares Canadian Dollar Trust shares in Q3 2019, an estimated $28K.
OneDigital Investment Advisors first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q3 2017 and held it in 8 quarters.
OneDigital Investment Advisors's Invesco CurrencyShares Canadian Dollar Trust position peaked at $28K in Q2 2019.
23 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q3 2019.

Based on OneDigital Investment Advisors's 13F filing for Q3 2019, filed 8 Nov 2019.