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JNBA Financial Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

JNBA Financial Advisors’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,572
Closed -$18K – 486
2016
Q4 		$18K Buy
+1,572
New +$18.9K ﹤0.01% 312
2016
Q3 		– Sell
-1,572
Closed -$21K – 1640
2016
Q2 		$21K Buy
+1,572
New +$19.7K 0.01% 287

Other funds holding OUNZ

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

JNBA Financial Advisors's OUNZ Position: Q1 2017 in Review

JNBA Financial Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2017, closing a stake of 1,572 shares — an estimated $18K sold.

JNBA Financial Advisors first reported a position in OUNZ in Q2 2016 and held it in 2 quarters. The position peaked at $21K in Q2 2016. 27 funds tracked by Wall St. Rank hold OUNZ as of Q1 2017.

  • JNBA Financial Advisors reported no remaining VanEck Merk Gold Trust position as of Q1 2017 after selling out during the quarter.
  • JNBA Financial Advisors sold 1,572 VanEck Merk Gold Trust shares in Q1 2017, an estimated $18K.
  • JNBA Financial Advisors first reported a position in VanEck Merk Gold Trust in Q2 2016 and held it in 2 quarters.
  • JNBA Financial Advisors's VanEck Merk Gold Trust position peaked at $21K in Q2 2016.
  • 27 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2017.

Based on JNBA Financial Advisors's 13F filing for Q1 2017, filed 10 May 2017.