Cedar Brook Financial Partners’s Sprott Physical Gold PHYS Stock Holding History

Cedar Brook Financial Partners’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
2019 Q4	–	Sell	-15,466	Closed	-$183K	–	316
2019 Q3	$183K	Buy	+15,466	New	+$183K	0.08%	288

Other funds holding PHYS

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

FHC

Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cedar Brook Financial Partners's PHYS Position: Q4 2019 in Review

Cedar Brook Financial Partners sold out of Sprott Physical Gold (PHYS) in Q4 2019, closing a stake of 15,466 shares — an estimated $183K sold.

Cedar Brook Financial Partners first reported a position in PHYS in Q3 2019 and held it in 1 quarter. The position peaked at $183K in Q3 2019. 202 funds tracked by Wall St. Rank hold PHYS as of Q4 2019.

Cedar Brook Financial Partners reported no remaining Sprott Physical Gold position as of Q4 2019 after selling out during the quarter.
Cedar Brook Financial Partners sold 15,466 Sprott Physical Gold shares in Q4 2019, an estimated $183K.
Cedar Brook Financial Partners first reported a position in Sprott Physical Gold in Q3 2019 and held it in 1 quarter.
Cedar Brook Financial Partners's Sprott Physical Gold position peaked at $183K in Q3 2019.
202 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2019.

Based on Cedar Brook Financial Partners's 13F filing for Q4 2019, filed 6 Feb 2020.