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SFMG Wealth Advisors’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

SFMG Wealth Advisors’s Portfolio FXC Stock Details FXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-3,300
Closed -$259K – 133
2015
Q1 		$259K Buy
+3,300
New +$264K 0.02% 147

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FTIOP
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SFMG Wealth Advisors's FXC Position: Q2 2015 in Review

SFMG Wealth Advisors sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q2 2015, closing a stake of 3,300 shares — an estimated $259K sold.

SFMG Wealth Advisors first reported a position in FXC in Q1 2015 and held it in 1 quarter. The position peaked at $259K in Q1 2015. 33 funds tracked by Wall St. Rank hold FXC as of Q2 2015.

  • SFMG Wealth Advisors reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q2 2015 after selling out during the quarter.
  • SFMG Wealth Advisors sold 3,300 Invesco CurrencyShares Canadian Dollar Trust shares in Q2 2015, an estimated $259K.
  • SFMG Wealth Advisors first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q1 2015 and held it in 1 quarter.
  • SFMG Wealth Advisors's Invesco CurrencyShares Canadian Dollar Trust position peaked at $259K in Q1 2015.
  • 33 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q2 2015.

Based on SFMG Wealth Advisors's 13F filing for Q2 2015, filed 12 Aug 2015.