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Allegis Investment Advisors’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Allegis Investment Advisors’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-17,710
Closed -$213K – 283
2017
Q2 		$213K Buy
17,710
+580
+3% +$7.08K 0.05% 246
2017
Q1 		$207K Buy
+17,130
New +$203K 0.05% 240

Other funds holding SGOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Allegis Investment Advisors's SGOL Position: Q3 2017 in Review

Allegis Investment Advisors sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2017, closing a stake of 17,710 shares — an estimated $213K sold.

Allegis Investment Advisors first reported a position in SGOL in Q1 2017 and held it in 2 quarters. The position peaked at $213K in Q2 2017. 92 funds tracked by Wall St. Rank hold SGOL as of Q3 2017.

  • Allegis Investment Advisors reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2017 after selling out during the quarter.
  • Allegis Investment Advisors sold 17,710 abrdn Physical Gold Shares ETF shares in Q3 2017, an estimated $213K.
  • Allegis Investment Advisors first reported a position in abrdn Physical Gold Shares ETF in Q1 2017 and held it in 2 quarters.
  • Allegis Investment Advisors's abrdn Physical Gold Shares ETF position peaked at $213K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2017.

Based on Allegis Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.