KLWA
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Kelly Lawrence W & Associates’s Sprott Gold Miners ETF SGDM Stock Holding History

Kelly Lawrence W & Associates’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-400
Closed -$8K – 153
2017
Q4 		$8K Hold
400
– – ﹤0.01% 149
2017
Q3 		$8K Buy
+400
New +$8.24K ﹤0.01% 133

Other funds holding SGDM

FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Kelly Lawrence W & Associates's SGDM Position: Q1 2018 in Review

Kelly Lawrence W & Associates sold out of Sprott Gold Miners ETF (SGDM) in Q1 2018, closing a stake of 400 shares — an estimated $8K sold.

Kelly Lawrence W & Associates first reported a position in SGDM in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q4 2017. 41 funds tracked by Wall St. Rank hold SGDM as of Q1 2018.

  • Kelly Lawrence W & Associates reported no remaining Sprott Gold Miners ETF position as of Q1 2018 after selling out during the quarter.
  • Kelly Lawrence W & Associates sold 400 Sprott Gold Miners ETF shares in Q1 2018, an estimated $8K.
  • Kelly Lawrence W & Associates first reported a position in Sprott Gold Miners ETF in Q3 2017 and held it in 2 quarters.
  • Kelly Lawrence W & Associates's Sprott Gold Miners ETF position peaked at $8K in Q4 2017.
  • 41 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q1 2018.

Based on Kelly Lawrence W & Associates's 13F filing for Q1 2018, filed 15 May 2018.