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Regal Investment Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Regal Investment Advisors’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
2015
Q3 		– Sell
-5,243
Closed -$544K – 1065
2015
Q2 		$544K Buy
+5,243
New +$542K 0.15% 147

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VF
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Regal Investment Advisors's FXF Position: Q3 2015 in Review

Regal Investment Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2015, closing a stake of 5,243 shares — an estimated $544K sold.

Regal Investment Advisors first reported a position in FXF in Q2 2015 and held it in 1 quarter. The position peaked at $544K in Q2 2015. 34 funds tracked by Wall St. Rank hold FXF as of Q3 2015.

  • Regal Investment Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2015 after selling out during the quarter.
  • Regal Investment Advisors sold 5,243 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2015, an estimated $544K.
  • Regal Investment Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2015 and held it in 1 quarter.
  • Regal Investment Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $544K in Q2 2015.
  • 34 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2015.

Based on Regal Investment Advisors's 13F filing for Q3 2015, filed 12 Nov 2015.