TCI Wealth Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

TCI Wealth Advisors’s Portfolio FXE Stock Details FXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-1,200	Closed	-$131K	–	981
2015 Q2	$131K	Hold	1,200	–	–	0.08%	170
2015 Q1	$127K	Hold	1,200	–	–	0.08%	155
2014 Q4	$143K	Hold	1,200	–	–	0.09%	147
2014 Q3	$149K	Hold	1,200	–	–	0.09%	141
2014 Q2	$162K	Hold	1,200	–	–	0.1%	138
2014 Q1	$163K	Hold	1,200	–	–	0.11%	136
2013 Q4	$163K	Hold	1,200	–	–	0.1%	138
2013 Q3	$161K	Hold	1,200	–	–	0.12%	124
2013 Q2	$155K	Buy	+1,200	New	+$155K	0.12%	126

Other funds holding FXE

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

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

IndexIQ Advisors New York $2.82B AUM 12.48% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Natixis Paris, France $28B AUM 26.79% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

TCI Wealth Advisors's FXE Position: Q3 2015 in Review

TCI Wealth Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q3 2015, closing a stake of 1,200 shares — an estimated $131K sold.

TCI Wealth Advisors first reported a position in FXE in Q2 2013 and held it in 9 quarters. The position peaked at $163K in Q1 2014. 46 funds tracked by Wall St. Rank hold FXE as of Q3 2015.

TCI Wealth Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q3 2015 after selling out during the quarter.
TCI Wealth Advisors sold 1,200 Invesco CurrencyShares Euro Currency Trust shares in Q3 2015, an estimated $131K.
TCI Wealth Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q2 2013 and held it in 9 quarters.
TCI Wealth Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $163K in Q1 2014.
46 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q3 2015.

Based on TCI Wealth Advisors's 13F filing for Q3 2015, filed 2 Nov 2015.