RCYC
FXS

Richard C. Young & Co’s Invesco CurrencyShares Swedish Krona Trust FXS Stock Holding History

Richard C. Young & Co’s Portfolio FXS Stock Details FXS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-2,501
Closed -$345K – 81
2014
Q3 		$345K Buy
2,501
+70
+3% +$10K 0.07% 66
2014
Q2 		$361K Sell
2,431
-6,927
-74% -$1.04M 0.07% 63
2014
Q1 		$1.44M Buy
9,358
+1,531
+20% +$236K 0.31% 52
2013
Q4 		$1.21M Buy
7,827
+402
+5% +$61.4K 0.26% 53
2013
Q3 		$1.15M Buy
7,425
+928
+14% +$141K 0.26% 51
2013
Q2 		$964K Buy
+6,497
New +$985K 0.24% 51

Other funds holding FXS

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
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
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Richard C. Young & Co's FXS Position: Q4 2014 in Review

Richard C. Young & Co sold out of Invesco CurrencyShares Swedish Krona Trust (FXS) in Q4 2014, closing a stake of 2,501 shares — an estimated $345K sold.

Richard C. Young & Co first reported a position in FXS in Q2 2013 and held it in 6 quarters. The position peaked at $1.44M in Q1 2014. 8 funds tracked by Wall St. Rank hold FXS as of Q4 2014.

  • Richard C. Young & Co reported no remaining Invesco CurrencyShares Swedish Krona Trust position as of Q4 2014 after selling out during the quarter.
  • Richard C. Young & Co sold 2,501 Invesco CurrencyShares Swedish Krona Trust shares in Q4 2014, an estimated $345K.
  • Richard C. Young & Co first reported a position in Invesco CurrencyShares Swedish Krona Trust in Q2 2013 and held it in 6 quarters.
  • Richard C. Young & Co's Invesco CurrencyShares Swedish Krona Trust position peaked at $1.44M in Q1 2014.
  • 8 funds tracked by Wall St. Rank held Invesco CurrencyShares Swedish Krona Trust as of Q4 2014.

Based on Richard C. Young & Co's 13F filing for Q4 2014, filed 12 Feb 2015.