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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 $957M AUM 44.61% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
BCM
Bluefin Capital Management New York $156M AUM 18.47% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 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 $377B AUM 19.32% 1-Year Est. Return
CBB
Citizens Business Bank Ontario, California $610M AUM 27.86% 1-Year Est. Return