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

United Capital 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
2014 Q2	–	Sell	-8,146	Closed	-$757K	–	848
2014 Q1	$757K	Buy	+8,146	New	+$731K	0.02%	542
2013 Q4	–	Sell	-6,793	Closed	-$635K	–	688
2013 Q3	$635K	Sell	6,793 -168	-2%	-$15.4K	0.02%	404
2013 Q2	$637K	Buy	+6,961	New	+$691K	0.02%	470

Other funds holding FXA

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

Goldman Sachs New York $871B AUM 31.28% 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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

United Capital Financial Advisors's FXA Position: Q2 2014 in Review

United Capital Financial Advisors sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q2 2014, closing a stake of 8,146 shares — an estimated $757K sold.

United Capital Financial Advisors first reported a position in FXA in Q2 2013 and held it in 3 quarters. The position peaked at $757K in Q1 2014. 53 funds tracked by Wall St. Rank hold FXA as of Q2 2014.

United Capital Financial Advisors reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q2 2014 after selling out during the quarter.
United Capital Financial Advisors sold 8,146 Invesco CurrencyShares Australian Dollar Trust shares in Q2 2014, an estimated $757K.
United Capital Financial Advisors first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2013 and held it in 3 quarters.
United Capital Financial Advisors's Invesco CurrencyShares Australian Dollar Trust position peaked at $757K in Q1 2014.
53 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q2 2014.

Based on United Capital Financial Advisors's 13F filing for Q2 2014, filed 13 Aug 2014.