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Choate Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

Choate Investment Advisors’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
2017
Q2 		– Sell
-20,478
Closed -$209K – 252
2017
Q1 		$209K Hold
20,478
– – 0.01% 241
2016
Q4 		$192K Sell
20,478
-295,229
-94% -$2.96M 0.01% 240
2016
Q3 		$3.46M Buy
+315,707
New +$3.49M 0.23% 52

Other funds holding PHYS

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
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 $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return

Choate Investment Advisors's PHYS Position: Q2 2017 in Review

Choate Investment Advisors sold out of Sprott Physical Gold (PHYS) in Q2 2017, closing a stake of 20,478 shares — an estimated $209K sold.

Choate Investment Advisors first reported a position in PHYS in Q3 2016 and held it in 3 quarters. The position peaked at $3.46M in Q3 2016. 166 funds tracked by Wall St. Rank hold PHYS as of Q2 2017.

  • Choate Investment Advisors reported no remaining Sprott Physical Gold position as of Q2 2017 after selling out during the quarter.
  • Choate Investment Advisors sold 20,478 Sprott Physical Gold shares in Q2 2017, an estimated $209K.
  • Choate Investment Advisors first reported a position in Sprott Physical Gold in Q3 2016 and held it in 3 quarters.
  • Choate Investment Advisors's Sprott Physical Gold position peaked at $3.46M in Q3 2016.
  • 166 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2017.

Based on Choate Investment Advisors's 13F filing for Q2 2017, filed 11 Aug 2017.