KIG
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Kowal Investment Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Kowal Investment Group’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
2021
Q4 		– Sell
-1,333
Closed -$23K – 263
2021
Q3 		$23K Buy
+1,333
New +$24K 0.01% 355

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JAM
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CTC
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Parallax Volatility Advisers
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $4.62B AUM 25.58% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return

Kowal Investment Group's CEF Position: Q4 2021 in Review

Kowal Investment Group sold out of Sprott Physical Gold and Silver Trust (CEF) in Q4 2021, closing a stake of 1,333 shares — an estimated $23K sold.

Kowal Investment Group first reported a position in CEF in Q3 2021 and held it in 1 quarter. The position peaked at $23K in Q3 2021. 291 funds tracked by Wall St. Rank hold CEF as of Q4 2021.

  • Kowal Investment Group reported no remaining Sprott Physical Gold and Silver Trust position as of Q4 2021 after selling out during the quarter.
  • Kowal Investment Group sold 1,333 Sprott Physical Gold and Silver Trust shares in Q4 2021, an estimated $23K.
  • Kowal Investment Group first reported a position in Sprott Physical Gold and Silver Trust in Q3 2021 and held it in 1 quarter.
  • Kowal Investment Group's Sprott Physical Gold and Silver Trust position peaked at $23K in Q3 2021.
  • 291 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q4 2021.

Based on Kowal Investment Group's 13F filing for Q4 2021, filed 11 Feb 2022.