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Chessman Wealth Strategies RIA’s Sprott Physical Gold PHYS Stock Holding History

Chessman Wealth Strategies RIA’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
2018
Q4 		– Sell
-2,473
Closed -$24K – 132
2018
Q3 		$24K Buy
+2,473
New +$24.2K 0.02% 87

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Chessman Wealth Strategies RIA's PHYS Position: Q4 2018 in Review

Chessman Wealth Strategies RIA sold out of Sprott Physical Gold (PHYS) in Q4 2018, closing a stake of 2,473 shares — an estimated $24K sold.

Chessman Wealth Strategies RIA first reported a position in PHYS in Q3 2018 and held it in 1 quarter. The position peaked at $24K in Q3 2018. 177 funds tracked by Wall St. Rank hold PHYS as of Q4 2018.

  • Chessman Wealth Strategies RIA reported no remaining Sprott Physical Gold position as of Q4 2018 after selling out during the quarter.
  • Chessman Wealth Strategies RIA sold 2,473 Sprott Physical Gold shares in Q4 2018, an estimated $24K.
  • Chessman Wealth Strategies RIA first reported a position in Sprott Physical Gold in Q3 2018 and held it in 1 quarter.
  • Chessman Wealth Strategies RIA's Sprott Physical Gold position peaked at $24K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2018.

Based on Chessman Wealth Strategies RIA's 13F filing for Q4 2018, filed 14 Jan 2019.