VHAM
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Van Hulzen Asset Management’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

Van Hulzen Asset Management’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
2019
Q4 		– Sell
-5,694
Closed -$501K – 286
2019
Q3 		$501K Buy
+5,694
New +$505K 0.11% 128

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HW
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Goldman Sachs
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Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
QA
Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Van Hulzen Asset Management's FXY Position: Q4 2019 in Review

Van Hulzen Asset Management sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q4 2019, closing a stake of 5,694 shares — an estimated $501K sold.

Van Hulzen Asset Management first reported a position in FXY in Q3 2019 and held it in 1 quarter. The position peaked at $501K in Q3 2019. 34 funds tracked by Wall St. Rank hold FXY as of Q4 2019.

  • Van Hulzen Asset Management reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q4 2019 after selling out during the quarter.
  • Van Hulzen Asset Management sold 5,694 Invesco CurrencyShares Japanese Yen Trust shares in Q4 2019, an estimated $501K.
  • Van Hulzen Asset Management first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q3 2019 and held it in 1 quarter.
  • Van Hulzen Asset Management's Invesco CurrencyShares Japanese Yen Trust position peaked at $501K in Q3 2019.
  • 34 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q4 2019.

Based on Van Hulzen Asset Management's 13F filing for Q4 2019, filed 12 Feb 2020.