Physicians Financial Services’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Physicians Financial Services’s Portfolio FXF Stock Details FXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-95	Closed	-$9K	–	169
2016 Q4	$9K	Hold	95	–	–	0.01%	242
2016 Q3	$9K	Hold	95	–	–	0.01%	235
2016 Q2	$9K	Hold	95	–	–	0.01%	233
2016 Q1	$10K	Hold	95	–	–	0.01%	221
2015 Q4	$9K	Buy	+95	New	+$9.28K	0.01%	236

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GTC

Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return

HSA

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

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

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

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

Physicians Financial Services sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q1 2017, closing a stake of 95 shares — an estimated $9K sold.

Physicians Financial Services first reported a position in FXF in Q4 2015 and held it in 5 quarters. The position peaked at $10K in Q1 2016. 37 funds tracked by Wall St. Rank hold FXF as of Q1 2017.

Physicians Financial Services reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q1 2017 after selling out during the quarter.
Physicians Financial Services sold 95 Invesco CurrencyShares Swiss Franc Trust shares in Q1 2017, an estimated $9K.
Physicians Financial Services first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q4 2015 and held it in 5 quarters.
Physicians Financial Services's Invesco CurrencyShares Swiss Franc Trust position peaked at $10K in Q1 2016.
37 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q1 2017.

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