Wealthcare Advisory Partners’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

Wealthcare Advisory Partners’s Portfolio FXF Stock Details FXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-302	Closed	-$29K	–	1366
2019 Q2	$29K	Hold	302	–	–	﹤0.01%	631
2019 Q1	$28K	Hold	302	–	–	﹤0.01%	581
2018 Q4	$29K	Hold	302	–	–	0.01%	548
2018 Q3	$29K	Hold	302	–	–	0.01%	580
2018 Q2	$29K	Hold	302	–	–	0.01%	576
2018 Q1	$30K	Hold	302	–	–	0.01%	499
2017 Q4	$29K	Hold	302	–	–	0.01%	460
2017 Q3	$30K	Buy	+302	New	+$29.7K	0.01%	369

Other funds holding FXF

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

IFA

Interactive Financial Advisors New Lenox, Illinois $153M AUM 13.94% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GTC

Ghost Tree Capital New York $331M AUM 70.11% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

InterOcean Capital Chicago, Illinois $1.32B AUM 8.47% 1-Year Est. Return

Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return

Quantitative Advantage Minnetonka, Minnesota $689M AUM 6.25% 1-Year Est. Return

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

Wealthcare Advisory Partners's FXF Position: Q3 2019 in Review

Wealthcare Advisory Partners sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2019, closing a stake of 302 shares — an estimated $29K sold.

Wealthcare Advisory Partners first reported a position in FXF in Q3 2017 and held it in 8 quarters. The position peaked at $30K in Q1 2018. 31 funds tracked by Wall St. Rank hold FXF as of Q3 2019.

Wealthcare Advisory Partners reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2019 after selling out during the quarter.
Wealthcare Advisory Partners sold 302 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2019, an estimated $29K.
Wealthcare Advisory Partners first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q3 2017 and held it in 8 quarters.
Wealthcare Advisory Partners's Invesco CurrencyShares Swiss Franc Trust position peaked at $30K in Q1 2018.
31 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2019.

Based on Wealthcare Advisory Partners's 13F filing for Q3 2019, filed 17 Oct 2019.