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

WealthPLAN 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
2016
Q3 		– Sell
-43
Closed -$4 – 1007
2016
Q2 		$4 Buy
+43
New +$4.26K ﹤0.01% 2567

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WealthPLAN Partners's FXF Position: Q3 2016 in Review

WealthPLAN Partners sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2016, closing a stake of 43 shares — an estimated $4 sold.

WealthPLAN Partners first reported a position in FXF in Q2 2016 and held it in 1 quarter. The position peaked at $4 in Q2 2016. 40 funds tracked by Wall St. Rank hold FXF as of Q3 2016.

  • WealthPLAN Partners reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2016 after selling out during the quarter.
  • WealthPLAN Partners sold 43 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2016, an estimated $4.
  • WealthPLAN Partners first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2016 and held it in 1 quarter.
  • WealthPLAN Partners's Invesco CurrencyShares Swiss Franc Trust position peaked at $4 in Q2 2016.
  • 40 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2016.

Based on WealthPLAN Partners's 13F filing for Q3 2016, filed 9 Dec 2016.