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Wolverine Asset Management’s Invesco CurrencyShares Australian Dollar Trust FXA Stock Holding History

Wolverine Asset Management’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
2018
Q1 		– Sell
-29,500
Closed -$2.3M – 1518
2017
Q4 		$2.3M Buy
+29,500
New +$2.27M 0.02% 459

Other funds holding FXA

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CMA
Cedar Mountain Advisors Lake Oswego, Oregon $581M AUM 18.16% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CG
Cutler Group San Francisco, California $307M AUM 45.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
FSA
Financial Sense Advisors San Diego, California $493M AUM 50.68% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wolverine Asset Management's FXA Position: Q4 2019 in Review

Wolverine Asset Management sold out of Invesco CurrencyShares Australian Dollar Trust (FXA) in Q4 2019, closing a stake of 100 shares — an estimated $6K sold.

Wolverine Asset Management first reported a position in FXA in Q2 2017 and held it in 5 quarters. The position peaked at $136K in Q3 2017. 25 funds tracked by Wall St. Rank hold FXA as of Q4 2019.

  • Wolverine Asset Management reported no remaining Invesco CurrencyShares Australian Dollar Trust position as of Q4 2019 after selling out during the quarter.
  • Wolverine Asset Management sold 100 Invesco CurrencyShares Australian Dollar Trust shares in Q4 2019, an estimated $6K.
  • Wolverine Asset Management first reported a position in Invesco CurrencyShares Australian Dollar Trust in Q2 2017 and held it in 5 quarters.
  • Wolverine Asset Management's Invesco CurrencyShares Australian Dollar Trust position peaked at $136K in Q3 2017.
  • 25 funds tracked by Wall St. Rank held Invesco CurrencyShares Australian Dollar Trust as of Q4 2019.

Based on Wolverine Asset Management's 13F filing for Q4 2019, filed 14 Feb 2020.