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Donoghue Forlines’s GraniteShares Gold Shares BAR Stock Holding History

Donoghue Forlines’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-888,273
Closed -$13.1M – 159
2019
Q3 		$13.1M Sell
888,273
-182,332
-17% -$2.68M 1.86% 10
2019
Q2 		$15.1M Buy
+1,070,605
New +$14M 1.76% 10

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Donoghue Forlines's BAR Position: Q4 2019 in Review

Donoghue Forlines sold out of GraniteShares Gold Shares (BAR) in Q4 2019, closing a stake of 888,273 shares — an estimated $13.1M sold.

Donoghue Forlines first reported a position in BAR in Q2 2019 and held it in 2 quarters. The position peaked at $15.1M in Q2 2019. 52 funds tracked by Wall St. Rank hold BAR as of Q4 2019.

  • Donoghue Forlines reported no remaining GraniteShares Gold Shares position as of Q4 2019 after selling out during the quarter.
  • Donoghue Forlines sold 888,273 GraniteShares Gold Shares shares in Q4 2019, an estimated $13.1M.
  • Donoghue Forlines first reported a position in GraniteShares Gold Shares in Q2 2019 and held it in 2 quarters.
  • Donoghue Forlines's GraniteShares Gold Shares position peaked at $15.1M in Q2 2019.
  • 52 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2019.

Based on Donoghue Forlines's 13F filing for Q4 2019, filed 27 Jan 2020.