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Essex Savings Bank’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Essex Savings Bank’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-2,800
Closed -$35K – 681
2018
Q4 		$35K Buy
+2,800
New +$33.2K 0.02% 334

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TCM
Tradewinds Capital Management Bellingham, Washington $563M AUM 41.52% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
ACM
Alpha Capital Management Austin, Texas $770M AUM 23.14% 1-Year Est. Return
ACG
Allen Capital Group Grand Island, Nebraska $1.23B AUM 19.04% 1-Year Est. Return
GIM
Guild Investment Management Los Angeles, California $146M AUM 22.78% 1-Year Est. Return
FI
FormulaFolio Investments Grand Rapids, Michigan $299M AUM 27.65% 1-Year Est. Return
UIA
UBP Investment Advisors Geneva, Switzerland $194M AUM 12.96% 1-Year Est. Return

Essex Savings Bank's SGOL Position: Q1 2019 in Review

Essex Savings Bank sold out of abrdn Physical Gold Shares ETF (SGOL) in Q1 2019, closing a stake of 2,800 shares — an estimated $35K sold.

Essex Savings Bank first reported a position in SGOL in Q4 2018 and held it in 1 quarter. The position peaked at $35K in Q4 2018. 100 funds tracked by Wall St. Rank hold SGOL as of Q1 2019.

  • Essex Savings Bank reported no remaining abrdn Physical Gold Shares ETF position as of Q1 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,800 abrdn Physical Gold Shares ETF shares in Q1 2019, an estimated $35K.
  • Essex Savings Bank first reported a position in abrdn Physical Gold Shares ETF in Q4 2018 and held it in 1 quarter.
  • Essex Savings Bank's abrdn Physical Gold Shares ETF position peaked at $35K in Q4 2018.
  • 100 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q1 2019.

Based on Essex Savings Bank's 13F filing for Q1 2019, filed 6 May 2019.