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Transamerica Financial Advisors’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Transamerica Financial Advisors’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
Q4 		– Sell
-49
Closed -$4K – 841
2015
Q3 		$4K Hold
49
– – ﹤0.01% 667
2015
Q2 		$4K Hold
49
– – ﹤0.01% 721
2015
Q1 		$4K Buy
+49
New +$3.85K ﹤0.01% 719

Other funds holding FXA

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Citigroup
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Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Transamerica Financial Advisors's FXA Position: Q4 2015 in Review

Transamerica Financial Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2015, closing a stake of 49 shares — an estimated $4K sold.

Transamerica Financial Advisors first reported a position in FXA in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q3 2015. 35 funds tracked by Wall St. Rank hold FXA as of Q4 2015.

  • Transamerica Financial Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2015 after selling out during the quarter.
  • Transamerica Financial Advisors sold 49 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2015, an estimated $4K.
  • Transamerica Financial Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2015 and held it in 3 quarters.
  • Transamerica Financial Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $4K in Q3 2015.
  • 35 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2015.

Based on Transamerica Financial Advisors's 13F filing for Q4 2015, filed 1 Feb 2016.