Winch Advisory Services’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Winch Advisory Services’s Portfolio FXA Stock Details FXA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q3	–	Sell	-142	Closed	-$11K	–	251
2015 Q2	$11K	Hold	142	–	–	0.01%	174
2015 Q1	$11K	Buy	+142	New	+$11.2K	0.01%	144
2014 Q4	–	Sell	-140	Closed	-$12K	–	90
2014 Q3	$12K	Hold	140	–	–	0.01%	120
2014 Q2	$13K	Buy	140 +1	+0.7%	+$93	0.01%	150
2014 Q1	$13K	Buy	+139	New	+$12.5K	0.01%	159

Other funds holding FXA

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Barclays London, United Kingdom $521B AUM 51.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Winch Advisory Services's FXA Position: Q3 2015 in Review

Winch Advisory Services sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q3 2015, closing a stake of 142 shares — an estimated $11K sold.

Winch Advisory Services first reported a position in FXA in Q1 2014 and held it in 5 quarters. The position peaked at $13K in Q2 2014. 33 funds tracked by Wall St. Rank hold FXA as of Q3 2015.

Winch Advisory Services reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q3 2015 after selling out during the quarter.
Winch Advisory Services sold 142 Invesco CurrencyShares Australian Dollar Trust shares in Q3 2015, an estimated $11K.
Winch Advisory Services first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q1 2014 and held it in 5 quarters.
Winch Advisory Services's Invesco CurrencyShares Australian Dollar Trust position peaked at $13K in Q2 2014.
33 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q3 2015.

Based on Winch Advisory Services's 13F filing for Q3 2015, filed 13 Nov 2015.