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WFG Advisors’s Invesco CurrencyShares British Pound Sterling Trust FXB Stock Holding History

WFG Advisors’s Portfolio FXB Stock Details FXB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-42
Closed -$7K – 2127
2014
Q3 		$7K Buy
+42
New +$6.9K ﹤0.01% 1577
2014
Q1 		– Sell
-1
Closed – – 2069
2013
Q4 		$0 Hold
1
– – ﹤0.01% 2249
2013
Q3 		$0 Buy
+1
New +$153 ﹤0.01% 2177

Other funds holding FXB

Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Timber Hill
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
Virtu Financial
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
Klingenstein Fields & Co
Klingenstein Fields & Co New York $2.86B AUM 28.26% 1-Year Est. Return

WFG Advisors's FXB Position: Q4 2014 in Review

WFG Advisors sold out of Invesco CurrencyShares British Pound Sterling Trust (FXB) in Q4 2014, closing a stake of 42 shares — an estimated $7K sold.

WFG Advisors first reported a position in FXB in Q3 2013 and held it in 3 quarters. The position peaked at $7K in Q3 2014. 17 funds tracked by Wall St. Rank hold FXB as of Q4 2014.

  • WFG Advisors reported no remaining Invesco CurrencyShares British Pound Sterling Trust position as of Q4 2014 after selling out during the quarter.
  • WFG Advisors sold 42 Invesco CurrencyShares British Pound Sterling Trust shares in Q4 2014, an estimated $7K.
  • WFG Advisors first reported a position in Invesco CurrencyShares British Pound Sterling Trust in Q3 2013 and held it in 3 quarters.
  • WFG Advisors's Invesco CurrencyShares British Pound Sterling Trust position peaked at $7K in Q3 2014.
  • 17 funds tracked by Wall St. Rank held Invesco CurrencyShares British Pound Sterling Trust as of Q4 2014.

Based on WFG Advisors's 13F filing for Q4 2014, filed 12 Feb 2015.