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 $1.89T AUM 35.08% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

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

LCM

Lakewood Capital Management New York $1.94B AUM 9.49% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 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.