LFR
OUNZ icon

Lehman Financial Resources’s VanEck Merk Gold Trust OUNZ Stock Holding History

Lehman Financial Resources’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-1,000
Closed -$11K – 252
2015
Q3 		$11K Hold
1,000
– – 0.01% 300
2015
Q2 		$11K Buy
+1,000
New +$11.9K 0.01% 305

Other funds holding OUNZ

VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
GWM
Gupta Wealth Management San Diego, California $427M AUM 0.52% 1-Year Est. Return
AIG
American International Group New York $2.93M AUM 12.08% 1-Year Est. Return
MFS
MSI Financial Services Springfield, Massachusetts $3.07B AUM 10.22% 1-Year Est. Return
BCMIO
Beacon Capital Management Inc (Ohio) Dayton, Ohio $1.65B AUM 17.84% 1-Year Est. Return
CFN
Cordasco Financial Network Naples, Florida $138M AUM 10.5% 1-Year Est. Return

Lehman Financial Resources's OUNZ Position: Q4 2015 in Review

Lehman Financial Resources sold out of VanEck Merk Gold Trust (OUNZ) in Q4 2015, closing a stake of 1,000 shares — an estimated $11K sold.

Lehman Financial Resources first reported a position in OUNZ in Q2 2015 and held it in 2 quarters. The position peaked at $11K in Q3 2015. 14 funds tracked by Wall St. Rank hold OUNZ as of Q4 2015.

  • Lehman Financial Resources reported no remaining VanEck Merk Gold Trust position as of Q4 2015 after selling out during the quarter.
  • Lehman Financial Resources sold 1,000 VanEck Merk Gold Trust shares in Q4 2015, an estimated $11K.
  • Lehman Financial Resources first reported a position in VanEck Merk Gold Trust in Q2 2015 and held it in 2 quarters.
  • Lehman Financial Resources's VanEck Merk Gold Trust position peaked at $11K in Q3 2015.
  • 14 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q4 2015.

Based on Lehman Financial Resources's 13F filing for Q4 2015, filed 17 Feb 2016.