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Physicians Financial Services’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

Physicians Financial Services’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
2017
Q1 		– Sell
-40
Closed -$3K – 168
2016
Q4 		$3K Hold
40
– – ﹤0.01% 282
2016
Q3 		$3K Hold
40
– – ﹤0.01% 279
2016
Q2 		$3K Hold
40
– – ﹤0.01% 273
2016
Q1 		$3K Hold
40
– – ﹤0.01% 275
2015
Q4 		$3K Buy
+40
New +$2.97K ﹤0.01% 282

Other funds holding FXC

TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
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
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Physicians Financial Services's FXC Position: Q1 2017 in Review

Physicians Financial Services sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q1 2017, closing a stake of 40 shares — an estimated $3K sold.

Physicians Financial Services first reported a position in FXC in Q4 2015 and held it in 5 quarters. The position peaked at $3K in Q4 2016. 35 funds tracked by Wall St. Rank hold FXC as of Q1 2017.

  • Physicians Financial Services reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q1 2017 after selling out during the quarter.
  • Physicians Financial Services sold 40 Invesco CurrencyShares Canadian Dollar Trust shares in Q1 2017, an estimated $3K.
  • Physicians Financial Services first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q4 2015 and held it in 5 quarters.
  • Physicians Financial Services's Invesco CurrencyShares Canadian Dollar Trust position peaked at $3K in Q4 2016.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q1 2017.

Based on Physicians Financial Services's 13F filing for Q1 2017, filed 26 Apr 2017.