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Richard C. Young & Co’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

Richard C. Young & Co’s Portfolio FXB Stock Details FXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,505
Closed -$460K – 62
2017
Q4 		$460K Buy
3,505
+1,784
+104% +$230K 0.09% 60
2017
Q3 		$224K Buy
+1,721
New +$219K 0.04% 65

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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
HSA
Hussman Strategic Advisors Ellicott City, Maryland $434M AUM 19.64% 1-Year Est. Return
PBT
Pictet Bank & Trust Nassau, Bahamas $93.3M AUM 21% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Richard C. Young & Co's FXB Position: Q1 2018 in Review

Richard C. Young & Co sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q1 2018, closing a stake of 3,505 shares — an estimated $460K sold.

Richard C. Young & Co first reported a position in FXB in Q3 2017 and held it in 2 quarters. The position peaked at $460K in Q4 2017. 41 funds tracked by Wall St. Rank hold FXB as of Q1 2018.

  • Richard C. Young & Co reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q1 2018 after selling out during the quarter.
  • Richard C. Young & Co sold 3,505 Invesco CurrencyShares British Pound Sterling Trust shares in Q1 2018, an estimated $460K.
  • Richard C. Young & Co first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2017 and held it in 2 quarters.
  • Richard C. Young & Co's Invesco CurrencyShares British Pound Sterling Trust position peaked at $460K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q1 2018.

Based on Richard C. Young & Co's 13F filing for Q1 2018, filed 8 May 2018.