WealthPLAN Partners’s Invesco CurrencyShares Japanese Yen Trust FXY Stock Holding History

WealthPLAN Partners’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
2016 Q3	$5.26K	Buy	56 +6	+12%	+$567	﹤0.01%	704
2016 Q2	$5	Buy	+50	New	+$4.48K	﹤0.01%	2558

Other funds holding FXY

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

Leuthold Group Minneapolis, Minnesota $995M AUM 44.2% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

WealthPLAN Partners's FXY Position: Q3 2016 in Review

WealthPLAN Partners increased its Invesco CurrencyShares Japanese Yen Trust (FXY) stake by 12% in Q3 2016, buying an estimated $567 and bringing the position to 56 shares worth $5.26K. The position accounts for ﹤0.01% of the portfolio, ranked #704.

WealthPLAN Partners first reported a position in FXY in Q2 2016 and has held it in 2 quarters since. 42 funds tracked by Wall St. Rank hold FXY as of Q3 2016.

WealthPLAN Partners held 56 shares of Invesco CurrencyShares Japanese Yen Trust worth $5.26K as of Q3 2016.
WealthPLAN Partners bought 6 Invesco CurrencyShares Japanese Yen Trust shares in Q3 2016, an estimated $567.
Invesco CurrencyShares Japanese Yen Trust made up ﹤0.01% of WealthPLAN Partners's portfolio in Q3 2016, its #704 holding.
WealthPLAN Partners first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q2 2016 and has held it in 2 quarters since.
42 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q3 2016.

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