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WFG Advisors’s Invesco CurrencyShares Swiss Franc Trust FXF Stock Holding History

WFG Advisors’s Portfolio FXF Stock Details FXF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-26
Closed -$3K – 2178
2013
Q2 		$3K Buy
+26
New +$2.71K ﹤0.01% 1768

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TH
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IFA
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Goldman Sachs
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VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

WFG Advisors's FXF Position: Q3 2013 in Review

WFG Advisors sold out of Invesco CurrencyShares Swiss Franc Trust (FXF) in Q3 2013, closing a stake of 26 shares — an estimated $3K sold.

WFG Advisors first reported a position in FXF in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 38 funds tracked by Wall St. Rank hold FXF as of Q3 2013.

  • WFG Advisors reported no remaining Invesco CurrencyShares Swiss Franc Trust position as of Q3 2013 after selling out during the quarter.
  • WFG Advisors sold 26 Invesco CurrencyShares Swiss Franc Trust shares in Q3 2013, an estimated $3K.
  • WFG Advisors first reported a position in Invesco CurrencyShares Swiss Franc Trust in Q2 2013 and held it in 1 quarter.
  • WFG Advisors's Invesco CurrencyShares Swiss Franc Trust position peaked at $3K in Q2 2013.
  • 38 funds tracked by Wall St. Rank held Invesco CurrencyShares Swiss Franc Trust as of Q3 2013.

Based on WFG Advisors's 13F filing for Q3 2013, filed 31 Oct 2013.