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V Wealth Advisors’s Invesco CurrencyShares Canadian Dollar Trust FXC Stock Holding History

V Wealth Advisors’s Portfolio FXC Stock Details FXC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,485
Closed -$117K – 392
2017
Q2 		$117K Buy
+1,485
New +$109K 0.05% 227

Other funds holding FXC

TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Capstone Investment Advisors
Capstone Investment Advisors New York $57.4B AUM 26.91% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PC
Periscope Capital Toronto, Ontario, Canada $902M AUM 6.51% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

V Wealth Advisors's FXC Position: Q3 2017 in Review

V Wealth Advisors sold out of Invesco CurrencyShares Canadian Dollar Trust (FXC) in Q3 2017, closing a stake of 1,485 shares — an estimated $117K sold.

V Wealth Advisors first reported a position in FXC in Q2 2017 and held it in 1 quarter. The position peaked at $117K in Q2 2017. 34 funds tracked by Wall St. Rank hold FXC as of Q3 2017.

  • V Wealth Advisors reported no remaining Invesco CurrencyShares Canadian Dollar Trust position as of Q3 2017 after selling out during the quarter.
  • V Wealth Advisors sold 1,485 Invesco CurrencyShares Canadian Dollar Trust shares in Q3 2017, an estimated $117K.
  • V Wealth Advisors first reported a position in Invesco CurrencyShares Canadian Dollar Trust in Q2 2017 and held it in 1 quarter.
  • V Wealth Advisors's Invesco CurrencyShares Canadian Dollar Trust position peaked at $117K in Q2 2017.
  • 34 funds tracked by Wall St. Rank held Invesco CurrencyShares Canadian Dollar Trust as of Q3 2017.

Based on V Wealth Advisors's 13F filing for Q3 2017, filed 12 Oct 2017.