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MCF Advisors’s VanEck Merk Gold Trust OUNZ Stock Holding History

MCF Advisors’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
2018
Q3 		– Sell
-300
Closed -$4K – 484
2018
Q2 		$4K Hold
300
– – ﹤0.01% 386
2018
Q1 		$4K Hold
300
– – ﹤0.01% 387
2017
Q4 		$4K Buy
+300
New +$3.78K ﹤0.01% 388

Other funds holding OUNZ

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
SMC
Smith, Moore & Co Clayton, Missouri $1.54B AUM 24.82% 1-Year Est. Return

MCF Advisors's OUNZ Position: Q3 2018 in Review

MCF Advisors sold out of VanEck Merk Gold Trust (OUNZ) in Q3 2018, closing a stake of 300 shares — an estimated $4K sold.

MCF Advisors first reported a position in OUNZ in Q4 2017 and held it in 3 quarters. The position peaked at $4K in Q2 2018. 32 funds tracked by Wall St. Rank hold OUNZ as of Q3 2018.

  • MCF Advisors reported no remaining VanEck Merk Gold Trust position as of Q3 2018 after selling out during the quarter.
  • MCF Advisors sold 300 VanEck Merk Gold Trust shares in Q3 2018, an estimated $4K.
  • MCF Advisors first reported a position in VanEck Merk Gold Trust in Q4 2017 and held it in 3 quarters.
  • MCF Advisors's VanEck Merk Gold Trust position peaked at $4K in Q2 2018.
  • 32 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q3 2018.

Based on MCF Advisors's 13F filing for Q3 2018, filed 24 Oct 2018.