WFG Advisors’s Invesco CurrencyShares Euro Currency Trust FXE Stock Holding History

WFG Advisors’s Portfolio FXE Stock Details FXE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q4	–	Sell	-3	Closed	–	–	2128
2014 Q3	$0	Hold	3	–	–	﹤0.01%	2119
2014 Q2	$0	Sell	3 -900	-100%	-$122K	﹤0.01%	2006
2014 Q1	$123K	Buy	903 +3	+0.3%	+$406	0.02%	573
2013 Q4	$122K	Buy	+900	New	+$121K	0.02%	669

Other funds holding FXE

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

Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

WFG Advisors's FXE Position: Q4 2014 in Review

WFG Advisors sold out of Invesco CurrencyShares Euro Currency Trust (FXE) in Q4 2014, closing a stake of 3 shares.

WFG Advisors first reported a position in FXE in Q4 2013 and held it in 4 quarters. The position peaked at $123K in Q1 2014. 38 funds tracked by Wall St. Rank hold FXE as of Q4 2014.

WFG Advisors reported no remaining Invesco CurrencyShares Euro Currency Trust position as of Q4 2014 after selling out during the quarter.
WFG Advisors sold 3 Invesco CurrencyShares Euro Currency Trust shares in Q4 2014.
WFG Advisors first reported a position in Invesco CurrencyShares Euro Currency Trust in Q4 2013 and held it in 4 quarters.
WFG Advisors's Invesco CurrencyShares Euro Currency Trust position peaked at $123K in Q1 2014.
38 funds tracked by Wall St. Rank held Invesco CurrencyShares Euro Currency Trust as of Q4 2014.

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