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Regal Investment Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

Regal Investment 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
2018
Q2 		– Sell
-7,086
Closed -$838K – 274
2018
Q1 		$838K Sell
7,086
-206
-3% -$24.4K 0.19% 139
2017
Q4 		$843K Sell
7,292
-39
-0.5% -$4.43K 0.19% 135
2017
Q3 		$836K Buy
+7,331
New +$833K 0.2% 131

Other funds holding FXE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 23.1% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Regal Investment Advisors's FXE Position: Q2 2018 in Review

Regal Investment Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q2 2018, closing a stake of 7,086 shares — an estimated $838K sold.

Regal Investment Advisors first reported a position in FXE in Q3 2017 and held it in 3 quarters. The position peaked at $843K in Q4 2017. 46 funds tracked by Wall St. Rank hold FXE as of Q2 2018.

  • Regal Investment Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q2 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 7,086 Invesco CurrencyShares Euro Currency Trust shares in Q2 2018, an estimated $838K.
  • Regal Investment Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q3 2017 and held it in 3 quarters.
  • Regal Investment Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $843K in Q4 2017.
  • 46 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q2 2018.

Based on Regal Investment Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.