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OTA Financial Group’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

OTA Financial Group’s Portfolio FXB Stock Details FXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-11,013
Closed -$1.76M – 122
2013
Q3 		$1.76M Buy
+11,013
New +$1.69M 0.99% 17

Other funds holding FXB

TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
KFC
Klingenstein Fields & Co New York $2.86B AUM 28.26% 1-Year Est. Return

OTA Financial Group's FXB Position: Q4 2013 in Review

OTA Financial Group sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2013, closing a stake of 11,013 shares — an estimated $1.76M sold.

OTA Financial Group first reported a position in FXB in Q3 2013 and held it in 1 quarter. The position peaked at $1.76M in Q3 2013. 16 funds tracked by Wall St. Rank hold FXB as of Q4 2013.

  • OTA Financial Group reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2013 after selling out during the quarter.
  • OTA Financial Group sold 11,013 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2013, an estimated $1.76M.
  • OTA Financial Group first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2013 and held it in 1 quarter.
  • OTA Financial Group's Invesco CurrencyShares British Pound Sterling Trust position peaked at $1.76M in Q3 2013.
  • 16 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2013.

Based on OTA Financial Group's 13F filing for Q4 2013, filed 12 Feb 2014.