Cordasco Financial Network’s VanEck Merk Gold Trust OUNZ Stock Holding History

Cordasco Financial Network’s Portfolio OUNZ Stock Details OUNZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-1,700	Closed	-$22K	–	265
2016 Q3	$22K	Hold	1,700	–	–	0.03%	161
2016 Q2	$22K	Hold	1,700	–	–	0.03%	161
2016 Q1	$21K	Sell	1,700 -1,600	-48%	-$18.8K	0.02%	166
2015 Q4	$35K	Hold	3,300	–	–	0.03%	147
2015 Q3	$37K	Hold	3,300	–	–	0.03%	146
2015 Q2	$39K	Buy	+3,300	New	+$39.2K	0.03%	149

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LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Avidian Wealth Enterprises Houston, Texas $3.16B AUM 20.31% 1-Year Est. Return