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United Capital Financial Advisors’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

United Capital Financial Advisors’s Portfolio FXY Stock Details FXY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-11,039
Closed -$1.05M – 1278
2016
Q3 		$1.05M Buy
+11,039
New +$1.04M 0.01% 759

Other funds holding FXY

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Citigroup
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LG
Leuthold Group Minneapolis, Minnesota $939M AUM 37.7% 1-Year Est. Return
MSU
Mizuho Securities USA New York $4.24B AUM 22.54% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $92.9B AUM 36.98% 1-Year Est. Return

United Capital Financial Advisors's FXY Position: Q4 2016 in Review

United Capital Financial Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2016, closing a stake of 11,039 shares — an estimated $1.05M sold.

United Capital Financial Advisors first reported a position in FXY in Q3 2016 and held it in 1 quarter. The position peaked at $1.05M in Q3 2016. 30 funds tracked by Wall St. Rank hold FXY as of Q4 2016.

  • United Capital Financial Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2016 after selling out during the quarter.
  • United Capital Financial Advisors sold 11,039 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2016, an estimated $1.05M.
  • United Capital Financial Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2016 and held it in 1 quarter.
  • United Capital Financial Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $1.05M in Q3 2016.
  • 30 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2016.

Based on United Capital Financial Advisors's 13F filing for Q4 2016, filed 15 Feb 2017.