JMPWA
SAND

JP Morgan Private Wealth Advisors’s Sandstorm Gold SAND Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-11,000
Closed -$50K – 1611
2018
Q2 		$50K Sell
11,000
-6,000
-35% -$27.6K ﹤0.01% 1439
2018
Q1 		$81K Buy
+17,000
New +$82.9K ﹤0.01% 1239

Other funds holding SAND

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's SAND Position: Q3 2018 in Review

JP Morgan Private Wealth Advisors sold out of Sandstorm Gold (SAND) in Q3 2018, closing a stake of 11,000 shares — an estimated $50K sold.

JP Morgan Private Wealth Advisors first reported a position in SAND in Q1 2018 and held it in 2 quarters. The position peaked at $81K in Q1 2018. 131 funds tracked by Wall St. Rank hold SAND as of Q3 2018.

  • JP Morgan Private Wealth Advisors reported no remaining Sandstorm Gold position as of Q3 2018 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 11,000 Sandstorm Gold shares in Q3 2018, an estimated $50K.
  • JP Morgan Private Wealth Advisors first reported a position in Sandstorm Gold in Q1 2018 and held it in 2 quarters.
  • JP Morgan Private Wealth Advisors's Sandstorm Gold position peaked at $81K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held Sandstorm Gold as of Q3 2018.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.