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Archford Capital Strategies’s VanEck Merk Gold Trust OUNZ Stock Holding History

Archford Capital Strategies’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-150
Closed -$3K – 753
2016
Q4 		$3K Buy
+150
New +$1.81K ﹤0.01% 467

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AG
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VF
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FCH
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LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Archford Capital Strategies's OUNZ Position: Q1 2017 in Review

Archford Capital Strategies sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2017, closing a stake of 150 shares — an estimated $3K sold.

Archford Capital Strategies first reported a position in OUNZ in Q4 2016 and held it in 1 quarter. The position peaked at $3K in Q4 2016. 27 funds tracked by Wall St. Rank hold OUNZ as of Q1 2017.

  • Archford Capital Strategies reported no remaining VanEck Merk Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Archford Capital Strategies sold 150 VanEck Merk Gold Trust shares in Q1 2017, an estimated $3K.
  • Archford Capital Strategies first reported a position in VanEck Merk Gold Trust in Q4 2016 and held it in 1 quarter.
  • Archford Capital Strategies's VanEck Merk Gold Trust position peaked at $3K in Q4 2016.
  • 27 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2017.

Based on Archford Capital Strategies's 13F filing for Q1 2017, filed 16 May 2017.