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Sigma Planning Corp’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Sigma Planning Corp’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-4,528
Closed -$450K – 712
2015
Q3 		$450K Buy
+4,528
New +$455K 0.07% 325

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Sigma Planning Corp's FXF Position: Q4 2015 in Review

Sigma Planning Corp sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q4 2015, closing a stake of 4,528 shares — an estimated $450K sold.

Sigma Planning Corp first reported a position in FXF in Q3 2015 and held it in 1 quarter. The position peaked at $450K in Q3 2015. 38 funds tracked by Wall St. Rank hold FXF as of Q4 2015.

  • Sigma Planning Corp reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q4 2015 after selling out during the quarter.
  • Sigma Planning Corp sold 4,528 Invesco CurrencyShares Swiss Franc Trust shares in Q4 2015, an estimated $450K.
  • Sigma Planning Corp first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2015 and held it in 1 quarter.
  • Sigma Planning Corp's Invesco CurrencyShares Swiss Franc Trust position peaked at $450K in Q3 2015.
  • 38 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q4 2015.

Based on Sigma Planning Corp's 13F filing for Q4 2015, filed 20 Jan 2016.