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Plante Moran Financial Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Plante Moran Financial Advisors’s Portfolio FXE Stock Details FXE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-2,100
Closed -$227K – 870
2019
Q2 		$227K Hold
2,100
– – 0.07% 130
2019
Q1 		$225K Hold
2,100
– – 0.07% 136
2018
Q4 		$230K Buy
+2,100
New +$229K 0.08% 125

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LG
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Plante Moran Financial Advisors's FXE Position: Q3 2019 in Review

Plante Moran Financial Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2019, closing a stake of 2,100 shares — an estimated $227K sold.

Plante Moran Financial Advisors first reported a position in FXE in Q4 2018 and held it in 3 quarters. The position peaked at $230K in Q4 2018. 43 funds tracked by Wall St. Rank hold FXE as of Q3 2019.

  • Plante Moran Financial Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2019 after selling out during the quarter.
  • Plante Moran Financial Advisors sold 2,100 Invesco CurrencyShares Euro Currency Trust shares in Q3 2019, an estimated $227K.
  • Plante Moran Financial Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2018 and held it in 3 quarters.
  • Plante Moran Financial Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $230K in Q4 2018.
  • 43 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2019.

Based on Plante Moran Financial Advisors's 13F filing for Q3 2019, filed 13 Nov 2019.