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King Investment Advisors’s Sprott Physical Gold PHYS Stock Holding History

King Investment Advisors’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
2015
Q2 		– Sell
-39,500
Closed -$386K – 90
2015
Q1 		$386K Hold
39,500
– – 0.18% 80
2014
Q4 		$386K Hold
39,500
– – 0.17% 84
2014
Q3 		$394K Hold
39,500
– – 0.18% 80
2014
Q2 		$435K Hold
39,500
– – 0.19% 82
2014
Q1 		$421K Hold
39,500
– – 0.19% 79
2013
Q4 		$393K Hold
39,500
– – 0.18% 87
2013
Q3 		$435K Hold
39,500
– – 0.19% 96
2013
Q2 		$404K Buy
+39,500
New +$466K 0.17% 88

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
BCM
Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
PG
Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

King Investment Advisors's PHYS Position: Q2 2015 in Review

King Investment Advisors sold out of Sprott Physical Gold (PHYS) in Q2 2015, closing a stake of 39,500 shares — an estimated $386K sold.

King Investment Advisors first reported a position in PHYS in Q2 2013 and held it in 8 quarters. The position peaked at $435K in Q2 2014. 124 funds tracked by Wall St. Rank hold PHYS as of Q2 2015.

  • King Investment Advisors reported no remaining Sprott Physical Gold position as of Q2 2015 after selling out during the quarter.
  • King Investment Advisors sold 39,500 Sprott Physical Gold shares in Q2 2015, an estimated $386K.
  • King Investment Advisors first reported a position in Sprott Physical Gold in Q2 2013 and held it in 8 quarters.
  • King Investment Advisors's Sprott Physical Gold position peaked at $435K in Q2 2014.
  • 124 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2015.

Based on King Investment Advisors's 13F filing for Q2 2015, filed 2 Nov 2015.