Upper Left Wealth Management LLC Has $1.79 Million Stake in Invesco CurrencyShares Euro Trust (NYSEARCA:FXE)

Upper Left Wealth Management LLC lowered its position in Invesco CurrencyShares Euro Trust (NYSEARCA:FXE) by 12.8% in the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission (SEC). The fund owned 18,691 shares of the exchange traded fund’s stock after selling 2,732 shares during the quarter. Invesco CurrencyShares Euro Trust makes up about 1.5% of Upper Left Wealth Management LLC’s investment portfolio, making the stock its 22nd largest holding. Upper Left Wealth Management LLC’s holdings in Invesco CurrencyShares Euro Trust were worth $1,788,000 at the end of the most recent reporting period.

A number of other hedge funds and other institutional investors also recently modified their holdings of the company. GoalVest Advisory LLC bought a new position in shares of Invesco CurrencyShares Euro Trust during the third quarter worth approximately $112,000. GFS Advisors LLC boosted its stake in Invesco CurrencyShares Euro Trust by 75.8% in the 3rd quarter. GFS Advisors LLC now owns 3,222 shares of the exchange traded fund’s stock valued at $331,000 after purchasing an additional 1,389 shares during the period. Flow Traders U.S. LLC grew its holdings in Invesco CurrencyShares Euro Trust by 131.2% in the 3rd quarter. Flow Traders U.S. LLC now owns 5,729 shares of the exchange traded fund’s stock valued at $589,000 after buying an additional 3,251 shares in the last quarter. SMART Wealth LLC bought a new position in Invesco CurrencyShares Euro Trust during the 3rd quarter worth $912,000. Finally, Perigon Wealth Management LLC acquired a new stake in shares of Invesco CurrencyShares Euro Trust during the fourth quarter worth $1,029,000.

Invesco CurrencyShares Euro Trust Stock Performance

FXE stock opened at $96.15 on Friday. Invesco CurrencyShares Euro Trust has a 52 week low of $94.08 and a 52 week high of $103.54. The company’s 50-day simple moving average is $96.18 and its 200 day simple moving average is $99.29. The company has a market capitalization of $177.88 million, a PE ratio of -88.15 and a beta of 0.22.

About Invesco CurrencyShares Euro Trust

Guggenheim CurrencyShares Euro Trust, formerly CurrencyShares Euro Trust, is a grantor trust. The Trust issues shares (the Shares) in blocks of 50,000 (a Basket) in exchange for deposits of euro and distributes euro in connection with the redemption of Baskets. The investment objective of the Trust is for the Shares to reflect the price of euro plus accrued interest.