Kanaly Trust’s Sprott Physical Gold PHYS Stock Holding History

Kanaly Trust’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
2014 Q1	–	Sell	-1,800	Closed	-$18K	–	703
2013 Q4	$18K	Buy	+1,800	New	+$19K	﹤0.01%	381

Other funds holding PHYS

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return

Kanaly Trust's PHYS Position: Q1 2014 in Review

Kanaly Trust sold out of Sprott Physical Gold (PHYS) in Q1 2014, closing a stake of 1,800 shares — an estimated $18K sold.

Kanaly Trust first reported a position in PHYS in Q4 2013 and held it in 1 quarter. The position peaked at $18K in Q4 2013. 130 funds tracked by Wall St. Rank hold PHYS as of Q1 2014.

Kanaly Trust reported no remaining Sprott Physical Gold position as of Q1 2014 after selling out during the quarter.
Kanaly Trust sold 1,800 Sprott Physical Gold shares in Q1 2014, an estimated $18K.
Kanaly Trust first reported a position in Sprott Physical Gold in Q4 2013 and held it in 1 quarter.
Kanaly Trust's Sprott Physical Gold position peaked at $18K in Q4 2013.
130 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2014.

Based on Kanaly Trust's 13F filing for Q1 2014, filed 1 May 2014.