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Convergent Wealth Advisors’s Sprott Physical Gold PHYS Stock Holding History

Convergent Wealth 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
2014
Q1 		– Sell
-16,100
Closed -$160K – 30
2013
Q4 		$160K Hold
16,100
– – 0.03% 35
2013
Q3 		$178K Buy
+16,100
New +$178K 0.03% 33

Other funds holding PHYS

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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 $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Convergent Wealth Advisors's PHYS Position: Q1 2014 in Review

Convergent Wealth Advisors sold out of Sprott Physical Gold (PHYS) in Q1 2014, closing a stake of 16,100 shares — an estimated $160K sold.

Convergent Wealth Advisors first reported a position in PHYS in Q3 2013 and held it in 2 quarters. The position peaked at $178K in Q3 2013. 130 funds tracked by Wall St. Rank hold PHYS as of Q1 2014.

  • Convergent Wealth Advisors reported no remaining Sprott Physical Gold position as of Q1 2014 after selling out during the quarter.
  • Convergent Wealth Advisors sold 16,100 Sprott Physical Gold shares in Q1 2014, an estimated $160K.
  • Convergent Wealth Advisors first reported a position in Sprott Physical Gold in Q3 2013 and held it in 2 quarters.
  • Convergent Wealth Advisors's Sprott Physical Gold position peaked at $178K in Q3 2013.
  • 130 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2014.

Based on Convergent Wealth Advisors's 13F filing for Q1 2014, filed 14 May 2014.