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Shoker Investment Counsel’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Shoker Investment Counsel’s Portfolio FXA Stock Details FXA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,081
Closed -$333K – 101
2014
Q4 		$333K Buy
+4,081
New +$349K 0.31% 72

Other funds holding FXA

Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 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
BWFA
Baltimore-Washington Financial Advisors Columbia, Maryland $2.32B AUM 16.8% 1-Year Est. Return

Shoker Investment Counsel's FXA Position: Q1 2015 in Review

Shoker Investment Counsel sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q1 2015, closing a stake of 4,081 shares — an estimated $333K sold.

Shoker Investment Counsel first reported a position in FXA in Q4 2014 and held it in 1 quarter. The position peaked at $333K in Q4 2014. 36 funds tracked by Wall St. Rank hold FXA as of Q1 2015.

  • Shoker Investment Counsel reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q1 2015 after selling out during the quarter.
  • Shoker Investment Counsel sold 4,081 Invesco CurrencyShares Australian Dollar Trust shares in Q1 2015, an estimated $333K.
  • Shoker Investment Counsel first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q4 2014 and held it in 1 quarter.
  • Shoker Investment Counsel's Invesco CurrencyShares Australian Dollar Trust position peaked at $333K in Q4 2014.
  • 36 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q1 2015.

Based on Shoker Investment Counsel's 13F filing for Q1 2015, filed 13 May 2015.