OneDigital Investment Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

OneDigital Investment Advisors’s Portfolio FXY Stock Details FXY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,065	Closed	-$94K	–	789
2019 Q2	$94K	Hold	1,065	–	–	0.01%	469
2019 Q1	$92K	Hold	1,065	–	–	0.01%	386
2018 Q4	$93K	Sell	1,065 -300	-22%	-$25.4K	0.02%	349
2018 Q3	$115K	Hold	1,365	–	–	0.03%	259
2018 Q2	$118K	Buy	1,365 +550	+67%	+$48.3K	0.02%	309
2018 Q1	$73K	Buy	+815	New	+$72.2K	0.02%	424

Other funds holding FXY

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return

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

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

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

Hamilton Wealth Encino, California $513M AUM 33.8% 1-Year Est. Return

IMC Chicago Chicago, Illinois $278B AUM 44.93% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

OneDigital Investment Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2019, closing a stake of 1,065 shares — an estimated $94K sold.

OneDigital Investment Advisors first reported a position in FXY in Q1 2018 and held it in 6 quarters. The position peaked at $118K in Q2 2018. 46 funds tracked by Wall St. Rank hold FXY as of Q3 2019.

OneDigital Investment Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q3 2019 after selling out during the quarter.
OneDigital Investment Advisors sold 1,065 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2019, an estimated $94K.
OneDigital Investment Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2018 and held it in 6 quarters.
OneDigital Investment Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $118K in Q2 2018.
46 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2019.

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