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Regal Investment Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Regal Investment Advisors’s Portfolio FXY Stock Details FXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,260
Closed -$455K – 331
2018
Q2 		$455K Buy
5,260
+187
+4% +$16.4K 0.14% 171
2018
Q1 		$457K Buy
+5,073
New +$449K 0.1% 181

Other funds holding FXY

LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
IA
IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
Simplex Trading
Simplex Trading Chicago, Illinois $149B AUM 62.07% 1-Year Est. Return
CCA
Checchi Capital Advisers Beverly Hills, California $1.98B AUM 19.17% 1-Year Est. Return

Regal Investment Advisors's FXY Position: Q3 2018 in Review

Regal Investment Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q3 2018, closing a stake of 5,260 shares — an estimated $455K sold.

Regal Investment Advisors first reported a position in FXY in Q1 2018 and held it in 2 quarters. The position peaked at $457K in Q1 2018. 31 funds tracked by Wall St. Rank hold FXY as of Q3 2018.

  • Regal Investment Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q3 2018 after selling out during the quarter.
  • Regal Investment Advisors sold 5,260 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2018, an estimated $455K.
  • Regal Investment Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2018 and held it in 2 quarters.
  • Regal Investment Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $457K in Q1 2018.
  • 31 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2018.

Based on Regal Investment Advisors's 13F filing for Q3 2018, filed 5 Nov 2018.