BFEC
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Benjamin F. Edwards & Company’s Sprott Physical Gold PHYS Stock Holding History

Benjamin F. Edwards & Company’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-783
Closed -$8K – 1186
2015
Q1 		$8K Sell
783
-109,017
-99% -$1.1M ﹤0.01% 945
2014
Q4 		$1.07M Sell
109,800
-5,399
-5% -$53.6K 0.25% 86
2014
Q3 		$1.15M Buy
115,199
+33
+0% +$350 0.29% 74
2014
Q2 		$1.27M Buy
115,166
+3,233
+3% +$34.6K 0.32% 67
2014
Q1 		$1.19M Buy
111,933
+1,762
+2% +$19K 0.33% 65
2013
Q4 		$1.1M Sell
110,171
-85
-0.1% -$896 0.37% 63
2013
Q3 		$1.22M Buy
110,256
+1,730
+2% +$19.2K 0.45% 52
2013
Q2 		$1.11M Buy
+108,526
New +$1.28M 0.45% 49

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
PG
Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return