Mariner Wealth Advisors (NYC)’s Sprott Physical Gold PHYS Stock Holding History

Mariner Wealth Advisors (NYC)’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
2015 Q1	$56K	Buy	+5,759	New	+$58.2K	0.03%	144

Other funds holding PHYS

PHS

Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return

Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Portola Group San Jose, California $75.6M AUM 15.13% 1-Year Est. Return

BCM

Bluefin Capital Management New York $399M AUM 24.96% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return

CBB

Citizens Business Bank Ontario, California $664M AUM 33.78% 1-Year Est. Return

Mariner Wealth Advisors (NYC)'s PHYS Position: Q1 2015 in Review

Mariner Wealth Advisors (NYC) opened a new position in Sprott Physical Gold (PHYS) in Q1 2015: 5,759 shares worth $56K. The stake represents 0.03% of the portfolio and ranks #144 among its holdings.

123 funds tracked by Wall St. Rank hold PHYS as of Q1 2015.

Mariner Wealth Advisors (NYC) held 5,759 shares of Sprott Physical Gold worth $56K as of Q1 2015.
Sprott Physical Gold was a new Mariner Wealth Advisors (NYC) position in Q1 2015.
Sprott Physical Gold made up 0.03% of Mariner Wealth Advisors (NYC)'s portfolio in Q1 2015, its #144 holding.
123 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q1 2015.

Based on Mariner Wealth Advisors (NYC)'s 13F filing for Q1 2015, filed 14 May 2015.