Sonora Investment Management’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Sonora Investment Management’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
2020 Q2	–	Sell	-1,000	Closed	-$95K	–	1812
2020 Q1	$95K	Hold	1,000	–	–	0.01%	331
2019 Q4	$95K	Hold	1,000	–	–	0.01%	355
2019 Q3	$93K	Hold	1,000	–	–	0.01%	363
2019 Q2	$95K	Hold	1,000	–	–	0.01%	359
2019 Q1	$93K	Hold	1,000	–	–	0.01%	345
2018 Q4	$95K	Hold	1,000	–	–	0.01%	307
2018 Q3	$95K	Hold	1,000	–	–	0.01%	295
2018 Q2	$95K	Hold	1,000	–	–	0.01%	283
2018 Q1	$98.4K	Hold	1,000	–	–	0.02%	268
2017 Q4	$96.8K	Hold	1,000	–	–	0.02%	268
2017 Q3	$97.7K	Sell	1,000 -300	-23%	-$29.5K	0.02%	261
2017 Q2	$129K	Hold	1,300	–	–	0.02%	222
2017 Q1	$124K	Hold	1,300	–	–	0.02%	219
2016 Q4	$122K	Hold	1,300	–	–	0.03%	202
2016 Q3	$128K	Hold	1,300	–	–	0.03%	195
2016 Q2	$128K	Hold	1,300	–	–	0.03%	177
2016 Q1	$128K	Hold	1,300	–	–	0.03%	183
2015 Q4	$125K	Hold	1,300	–	–	0.03%	150
2015 Q3	$130K	Buy	+1,300	New	+$131K	0.04%	137

Other funds holding FXF

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

Qube Research & Technologies (QRT) London, United Kingdom $89.9B AUM 20.22% 1-Year Est. Return

Sonora Investment Management's FXF Position: Q2 2020 in Review

Sonora Investment Management sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q2 2020, closing a stake of 1,000 shares — an estimated $95K sold.

Sonora Investment Management first reported a position in FXF in Q3 2015 and held it in 19 quarters. The position peaked at $130K in Q3 2015. 36 funds tracked by Wall St. Rank hold FXF as of Q2 2020.

Sonora Investment Management reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q2 2020 after selling out during the quarter.
Sonora Investment Management sold 1,000 Invesco CurrencyShares Swiss Franc Trust shares in Q2 2020, an estimated $95K.
Sonora Investment Management first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2015 and held it in 19 quarters.
Sonora Investment Management's Invesco CurrencyShares Swiss Franc Trust position peaked at $130K in Q3 2015.
36 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q2 2020.

Based on Sonora Investment Management's 13F filing for Q2 2020, filed 13 Aug 2020.