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Institute for Wealth Management’s Sprott Physical Gold PHYS Stock Holding History

Institute for Wealth Management’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
Q1 		– Sell
-38,519
Closed -$412K – 363
2017
Q4 		$412K Buy
+38,519
New +$400K 0.1% 256

Other funds holding PHYS

PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 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 $1.89T AUM 35.08% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
KLC
Knowledge Leaders Capital Denver, Colorado $42.2M AUM 24.53% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Institute for Wealth Management's PHYS Position: Q1 2018 in Review

Institute for Wealth Management sold out of Sprott Physical Gold (PHYS) in Q1 2018, closing a stake of 38,519 shares — an estimated $412K sold.

Institute for Wealth Management first reported a position in PHYS in Q4 2017 and held it in 1 quarter. The position peaked at $412K in Q4 2017. 160 funds tracked by Wall St. Rank hold PHYS as of Q1 2018.

  • Institute for Wealth Management reported no remaining Sprott Physical Gold position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 38,519 Sprott Physical Gold shares in Q1 2018, an estimated $412K.
  • Institute for Wealth Management first reported a position in Sprott Physical Gold in Q4 2017 and held it in 1 quarter.
  • Institute for Wealth Management's Sprott Physical Gold position peaked at $412K in Q4 2017.
  • 160 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.