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First National Bank of Omaha’s Sprott Physical Gold PHYS Stock Holding History

First National Bank of Omaha’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
-10,690
Closed -$106K – 398
2013
Q4 		$106K Hold
10,690
– – 0.01% 383
2013
Q3 		$118K Hold
10,690
– – 0.01% 376
2013
Q2 		$109 Buy
+10,690
New +$126K 0.01% 379

Other funds holding PHYS

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $5.01B AUM 35.27% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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 $377B AUM 19.32% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

First National Bank of Omaha's PHYS Position: Q1 2014 in Review

First National Bank of Omaha sold out of Sprott Physical Gold (PHYS) in Q1 2014, closing a stake of 10,690 shares — an estimated $106K sold.

First National Bank of Omaha first reported a position in PHYS in Q2 2013 and held it in 3 quarters. The position peaked at $118K in Q3 2013. 130 funds tracked by Wall St. Rank hold PHYS as of Q1 2014.

  • First National Bank of Omaha reported no remaining Sprott Physical Gold position as of Q1 2014 after selling out during the quarter.
  • First National Bank of Omaha sold 10,690 Sprott Physical Gold shares in Q1 2014, an estimated $106K.
  • First National Bank of Omaha first reported a position in Sprott Physical Gold in Q2 2013 and held it in 3 quarters.
  • First National Bank of Omaha's Sprott Physical Gold position peaked at $118K in Q3 2013.
  • 130 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2014.

Based on First National Bank of Omaha's 13F filing for Q1 2014, filed 14 May 2014.