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

Valeo 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
2018
Q2 		– Sell
-4,000
Closed -$360K – 1674
2018
Q1 		$360K Buy
+4,000
New +$354K 0.06% 186

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Valeo Financial Advisors's FXY Position: Q2 2018 in Review

Valeo Financial Advisors sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2018, closing a stake of 4,000 shares — an estimated $360K sold.

Valeo Financial Advisors first reported a position in FXY in Q1 2018 and held it in 1 quarter. The position peaked at $360K in Q1 2018. 36 funds tracked by Wall St. Rank hold FXY as of Q2 2018.

  • Valeo Financial Advisors reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 4,000 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2018, an estimated $360K.
  • Valeo Financial Advisors first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Invesco CurrencyShares Japanese Yen Trust position peaked at $360K in Q1 2018.
  • 36 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2018.

Based on Valeo Financial Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.