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Measured Wealth Private Client Group’s Sprott Physical Gold and Silver Trust CEF Stock Holding History

Measured Wealth Private Client Group’s Portfolio CEF Stock Details CEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,460
Closed -$17K – 196
2018
Q3 		$17K Buy
+1,460
New +$17.5K 0.01% 545

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AP
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Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $9.43B AUM 69.06% 1-Year Est. Return
MAP
Managed Asset Portfolios Rochester, Michigan $834M AUM 33.97% 1-Year Est. Return
AGM
Alpine Global Management New York $668M AUM 20.22% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Measured Wealth Private Client Group's CEF Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Sprott Physical Gold and Silver Trust (CEF) in Q4 2018, closing a stake of 1,460 shares — an estimated $17K sold.

Measured Wealth Private Client Group first reported a position in CEF in Q3 2018 and held it in 1 quarter. The position peaked at $17K in Q3 2018. 180 funds tracked by Wall St. Rank hold CEF as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Sprott Physical Gold and Silver Trust position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 1,460 Sprott Physical Gold and Silver Trust shares in Q4 2018, an estimated $17K.
  • Measured Wealth Private Client Group first reported a position in Sprott Physical Gold and Silver Trust in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Sprott Physical Gold and Silver Trust position peaked at $17K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Sprott Physical Gold and Silver Trust as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.