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Allegis Investment Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Allegis Investment Advisors’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-500
Closed -$6K – 788
2015
Q4 		$6K Buy
+500
New +$6.8K ﹤0.01% 802

Other funds holding SGDM

SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HFS
HL Financial Services Louisville, Kentucky $6.5B AUM 9.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Allegis Investment Advisors's SGDM Position: Q1 2016 in Review

Allegis Investment Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q1 2016, closing a stake of 500 shares — an estimated $6K sold.

Allegis Investment Advisors first reported a position in SGDM in Q4 2015 and held it in 1 quarter. The position peaked at $6K in Q4 2015. 39 funds tracked by Wall St. Rank hold SGDM as of Q1 2016.

  • Allegis Investment Advisors reported no remaining Sprott Gold Miners ETF position as of Q1 2016 after selling out during the quarter.
  • Allegis Investment Advisors sold 500 Sprott Gold Miners ETF shares in Q1 2016, an estimated $6K.
  • Allegis Investment Advisors first reported a position in Sprott Gold Miners ETF in Q4 2015 and held it in 1 quarter.
  • Allegis Investment Advisors's Sprott Gold Miners ETF position peaked at $6K in Q4 2015.
  • 39 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2016.

Based on Allegis Investment Advisors's 13F filing for Q1 2016, filed 9 May 2016.