BWA
SGDM icon

Burt Wealth Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

Burt Wealth 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
Q2 		– Sell
-135
Closed -$3K – 541
2016
Q1 		$3K Buy
+135
New +$2.13K ﹤0.01% 435

Other funds holding SGDM

SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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 $530B AUM 22.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Burt Wealth Advisors's SGDM Position: Q2 2016 in Review

Burt Wealth Advisors sold out of Sprott Gold Miners ETF (SGDM) in Q2 2016, closing a stake of 135 shares — an estimated $3K sold.

Burt Wealth Advisors first reported a position in SGDM in Q1 2016 and held it in 1 quarter. The position peaked at $3K in Q1 2016. 40 funds tracked by Wall St. Rank hold SGDM as of Q2 2016.

  • Burt Wealth Advisors reported no remaining Sprott Gold Miners ETF position as of Q2 2016 after selling out during the quarter.
  • Burt Wealth Advisors sold 135 Sprott Gold Miners ETF shares in Q2 2016, an estimated $3K.
  • Burt Wealth Advisors first reported a position in Sprott Gold Miners ETF in Q1 2016 and held it in 1 quarter.
  • Burt Wealth Advisors's Sprott Gold Miners ETF position peaked at $3K in Q1 2016.
  • 40 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2016.

Based on Burt Wealth Advisors's 13F filing for Q2 2016, filed 22 Jul 2016.