EWA
GTU

EP Wealth Advisors’s CENTRAL GOLD TR (CANADA) GTU Stock Holding History

EP Wealth Advisors’s Portfolio GTU Stock Details GTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12,250
Closed -$462K – 171
2015
Q4 		$462K Buy
+12,250
New +$481K 0.08% 95
2015
Q3 		– Sell
-6,800
Closed -$279K – 148
2015
Q2 		$279K Hold
6,800
– – 0.05% 98
2015
Q1 		$274K Hold
6,800
– – 0.05% 107
2014
Q4 		$276K Hold
6,800
– – 0.05% 110
2014
Q3 		$281K Hold
6,800
– – 0.05% 90
2014
Q2 		$323K Hold
6,800
– – 0.08% 80
2014
Q1 		$308K Hold
6,800
– – 0.08% 80
2013
Q4 		$282K Buy
6,800
+2,250
+49% +$99.7K 0.07% 96
2013
Q3 		$210K Buy
+4,550
New +$214K 0.07% 98

EP Wealth Advisors's GTU Position: Q1 2016 in Review

EP Wealth Advisors sold out of CENTRAL GOLD TR (CANADA) (GTU) in Q1 2016, closing a stake of 12,250 shares — an estimated $462K sold.

EP Wealth Advisors first reported a position in GTU in Q3 2013 and held it in 9 quarters. The position peaked at $462K in Q4 2015. 0 funds tracked by Wall St. Rank hold GTU as of Q1 2016.

  • EP Wealth Advisors reported no remaining CENTRAL GOLD TR (CANADA) position as of Q1 2016 after selling out during the quarter.
  • EP Wealth Advisors sold 12,250 CENTRAL GOLD TR (CANADA) shares in Q1 2016, an estimated $462K.
  • EP Wealth Advisors first reported a position in CENTRAL GOLD TR (CANADA) in Q3 2013 and held it in 9 quarters.
  • EP Wealth Advisors's CENTRAL GOLD TR (CANADA) position peaked at $462K in Q4 2015.
  • 0 funds tracked by Wall St. Rank held CENTRAL GOLD TR (CANADA) as of Q1 2016.

Based on EP Wealth Advisors's 13F filing for Q1 2016, filed 16 May 2016.