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Lee Financial’s abrdn Physical Gold Shares ETF SGOL Stock Holding History

Lee Financial’s Portfolio SGOL Stock Details SGOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,500
Closed -$66K – 524
2017
Q2 		$66K Buy
+5,500
New +$67.1K 0.02% 176

Other funds holding SGOL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Barry Investment Advisors New Bedford, Massachusetts $478M AUM 23.65% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Wolverine Trading
Wolverine Trading Chicago, Illinois $139B AUM 31.83% 1-Year Est. Return
WIM
Waverton Investment Management London, United Kingdom $7.77B AUM 25.07% 1-Year Est. Return
AIP
Almanack Investment Partners Wayne, Pennsylvania $592M AUM 25.27% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Lee Financial's SGOL Position: Q3 2017 in Review

Lee Financial sold out of abrdn Physical Gold Shares ETF (SGOL) in Q3 2017, closing a stake of 5,500 shares — an estimated $66K sold.

Lee Financial first reported a position in SGOL in Q2 2017 and held it in 1 quarter. The position peaked at $66K in Q2 2017. 92 funds tracked by Wall St. Rank hold SGOL as of Q3 2017.

  • Lee Financial reported no remaining abrdn Physical Gold Shares ETF position as of Q3 2017 after selling out during the quarter.
  • Lee Financial sold 5,500 abrdn Physical Gold Shares ETF shares in Q3 2017, an estimated $66K.
  • Lee Financial first reported a position in abrdn Physical Gold Shares ETF in Q2 2017 and held it in 1 quarter.
  • Lee Financial's abrdn Physical Gold Shares ETF position peaked at $66K in Q2 2017.
  • 92 funds tracked by Wall St. Rank held abrdn Physical Gold Shares ETF as of Q3 2017.

Based on Lee Financial's 13F filing for Q3 2017, filed 7 Nov 2017.