KJWM
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Kiley Juergens Wealth Management’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Kiley Juergens Wealth Management’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-516
Closed – – 131
2018
Q3 		$0 Hold
516
– – ﹤0.01% 651
2018
Q2 		$0 Buy
+516
New +$6.82K ﹤0.01% 591
2018
Q1 		– Sell
-516
Closed – – 164
2017
Q4 		$0 Buy
+516
New +$6.79K ﹤0.01% 673

Other funds holding CEF

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BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
CTC
Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return
AP
Antipodes Partners Royal Exchange, Australia $5.19B AUM 36.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Kiley Juergens Wealth Management's CEF Position: Q4 2018 in Review

Kiley Juergens Wealth Management sold out of Sprott Physical Gold and Silver Trust (CEF) in Q4 2018, closing a stake of 516 shares.

Kiley Juergens Wealth Management first reported a position in CEF in Q4 2017 and held it in 3 quarters. The position peaked at $0 in Q3 2018. 180 funds tracked by Wall St. Rank hold CEF as of Q4 2018.

  • Kiley Juergens Wealth Management reported no remaining Sprott Physical Gold and Silver Trust position as of Q4 2018 after selling out during the quarter.
  • Kiley Juergens Wealth Management sold 516 Sprott Physical Gold and Silver Trust shares in Q4 2018.
  • Kiley Juergens Wealth Management first reported a position in Sprott Physical Gold and Silver Trust in Q4 2017 and held it in 3 quarters.
  • Kiley Juergens Wealth Management's Sprott Physical Gold and Silver Trust position peaked at $0 in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q4 2018.

Based on Kiley Juergens Wealth Management's 13F filing for Q4 2018, filed 15 Jan 2019.