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Lighthouse Financial Advisors’s Sprott Physical Gold PHYS Stock Holding History

Lighthouse Financial 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
2020
Q1 		– Sell
-1,071
Closed -$13K – 213
2019
Q4 		$13K Buy
+1,071
New +$12.8K 0.01% 178

Other funds holding PHYS

EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
BFM
Boothbay Fund Management New York $7.71B AUM 106.31% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Lighthouse Financial Advisors's PHYS Position: Q1 2020 in Review

Lighthouse Financial Advisors sold out of Sprott Physical Gold (PHYS) in Q1 2020, closing a stake of 1,071 shares — an estimated $13K sold.

Lighthouse Financial Advisors first reported a position in PHYS in Q4 2019 and held it in 1 quarter. The position peaked at $13K in Q4 2019. 223 funds tracked by Wall St. Rank hold PHYS as of Q1 2020.

  • Lighthouse Financial Advisors reported no remaining Sprott Physical Gold position as of Q1 2020 after selling out during the quarter.
  • Lighthouse Financial Advisors sold 1,071 Sprott Physical Gold shares in Q1 2020, an estimated $13K.
  • Lighthouse Financial Advisors first reported a position in Sprott Physical Gold in Q4 2019 and held it in 1 quarter.
  • Lighthouse Financial Advisors's Sprott Physical Gold position peaked at $13K in Q4 2019.
  • 223 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2020.

Based on Lighthouse Financial Advisors's 13F filing for Q1 2020, filed 8 May 2020.