KFS
GTU

KMS Financial Services’s CENTRAL GOLD TR (CANADA) GTU Stock Holding History

KMS Financial Services’s Portfolio GTU Stock Details GTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,655
Closed -$515K – 480
2013
Q2 		$515K Buy
+11,655
New +$601K 0.14% 176

Other funds holding GTU

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
FAM
Forty4 Asset Management Chicago, Illinois $29.6M AUM 5.85% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
NHFG
New Harbor Financial Group Worcester, Massachusetts $567M AUM 41.38% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KMS Financial Services's GTU Position: Q3 2013 in Review

KMS Financial Services sold out of CENTRAL GOLD TR (CANADA) (GTU) in Q3 2013, closing a stake of 11,655 shares — an estimated $515K sold.

KMS Financial Services first reported a position in GTU in Q2 2013 and held it in 1 quarter. The position peaked at $515K in Q2 2013. 58 funds tracked by Wall St. Rank hold GTU as of Q3 2013.

  • KMS Financial Services reported no remaining CENTRAL GOLD TR (CANADA) position as of Q3 2013 after selling out during the quarter.
  • KMS Financial Services sold 11,655 CENTRAL GOLD TR (CANADA) shares in Q3 2013, an estimated $515K.
  • KMS Financial Services first reported a position in CENTRAL GOLD TR (CANADA) in Q2 2013 and held it in 1 quarter.
  • KMS Financial Services's CENTRAL GOLD TR (CANADA) position peaked at $515K in Q2 2013.
  • 58 funds tracked by Wall St. Rank held CENTRAL GOLD TR (CANADA) as of Q3 2013.

Based on KMS Financial Services's 13F filing for Q3 2013, filed 25 Oct 2013.