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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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QA
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TH
Timber Hill Greenwich, Connecticut $15.4M AUM 30.7% 1-Year Est. Return
IFA
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Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 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.