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FMA Advisory’s Sprott Physical Gold PHYS Stock Holding History

FMA Advisory’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
2015
Q2 		$56K Buy
+5,800
New +$57.2K 0.04% 190

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return

FMA Advisory's PHYS Position: Q2 2015 in Review

FMA Advisory opened a new position in Sprott Physical Gold (PHYS) in Q2 2015: 5,800 shares worth $56K. The stake represents 0.04% of the portfolio and ranks #190 among its holdings.

124 funds tracked by Wall St. Rank hold PHYS as of Q2 2015.

  • FMA Advisory held 5,800 shares of Sprott Physical Gold worth $56K as of Q2 2015.
  • Sprott Physical Gold was a new FMA Advisory position in Q2 2015.
  • Sprott Physical Gold made up 0.04% of FMA Advisory's portfolio in Q2 2015, its #190 holding.
  • 124 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2015.

Based on FMA Advisory's 13F filing for Q2 2015, filed 17 Dec 2019.