HFS
PHYS icon

HL Financial Services’s Sprott Physical Gold PHYS Stock Holding History

HL Financial Services’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
2018
Q2 		– Sell
-44,000
Closed -$473K – 694
2018
Q1 		$473K Buy
+44,000
New +$476K 0.01% 506

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
KLC
Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.52% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 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

HL Financial Services's PHYS Position: Q2 2018 in Review

HL Financial Services sold out of Sprott Physical Gold (PHYS) in Q2 2018, closing a stake of 44,000 shares — an estimated $473K sold.

HL Financial Services first reported a position in PHYS in Q1 2018 and held it in 1 quarter. The position peaked at $473K in Q1 2018. 167 funds tracked by Wall St. Rank hold PHYS as of Q2 2018.

  • HL Financial Services reported no remaining Sprott Physical Gold position as of Q2 2018 after selling out during the quarter.
  • HL Financial Services sold 44,000 Sprott Physical Gold shares in Q2 2018, an estimated $473K.
  • HL Financial Services first reported a position in Sprott Physical Gold in Q1 2018 and held it in 1 quarter.
  • HL Financial Services's Sprott Physical Gold position peaked at $473K in Q1 2018.
  • 167 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2018.

Based on HL Financial Services's 13F filing for Q2 2018, filed 6 Aug 2018.