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

WealthSource 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
Q2 		– Sell
-61,496
Closed -$5.29M – 272
2016
Q1 		$5.29M Buy
+61,496
New +$5.18M 2.16% 13

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WealthSource Partners's FXY Position: Q2 2016 in Review

WealthSource Partners sold out of Invesco CurrencyShares Japanese Yen Trust (FXY) in Q2 2016, closing a stake of 61,496 shares — an estimated $5.29M sold.

WealthSource Partners first reported a position in FXY in Q1 2016 and held it in 1 quarter. The position peaked at $5.29M in Q1 2016. 46 funds tracked by Wall St. Rank hold FXY as of Q2 2016.

  • WealthSource Partners reported no remaining Invesco CurrencyShares Japanese Yen Trust position as of Q2 2016 after selling out during the quarter.
  • WealthSource Partners sold 61,496 Invesco CurrencyShares Japanese Yen Trust shares in Q2 2016, an estimated $5.29M.
  • WealthSource Partners first reported a position in Invesco CurrencyShares Japanese Yen Trust in Q1 2016 and held it in 1 quarter.
  • WealthSource Partners's Invesco CurrencyShares Japanese Yen Trust position peaked at $5.29M in Q1 2016.
  • 46 funds tracked by Wall St. Rank held Invesco CurrencyShares Japanese Yen Trust as of Q2 2016.

Based on WealthSource Partners's 13F filing for Q2 2016, filed 8 Aug 2016.