MAFM
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Mid Atlantic Financial Management’s GraniteShares Gold Shares BAR Stock Holding History

Mid Atlantic Financial Management’s Portfolio BAR Stock Details BAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-244,150
Closed -$3.59M – 739
2019
Q3 		$3.59M Sell
244,150
-54,286
-18% -$798K 0.38% 56
2019
Q2 		$4.2M Buy
+298,436
New +$3.9M 0.44% 47

Other funds holding BAR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JPG
Jordan Park Group San Francisco, California $1.97B AUM 23.87% 1-Year Est. Return
RBA
Richard Bernstein Advisors New York $3.45B AUM 16.24% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 57.61% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return
CIA
CSat Investment Advisory Detroit, Michigan $119M AUM 77.51% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return

Mid Atlantic Financial Management's BAR Position: Q4 2019 in Review

Mid Atlantic Financial Management sold out of GraniteShares Gold Shares (BAR) in Q4 2019, closing a stake of 244,150 shares — an estimated $3.59M sold.

Mid Atlantic Financial Management first reported a position in BAR in Q2 2019 and held it in 2 quarters. The position peaked at $4.2M in Q2 2019. 52 funds tracked by Wall St. Rank hold BAR as of Q4 2019.

  • Mid Atlantic Financial Management reported no remaining GraniteShares Gold Shares position as of Q4 2019 after selling out during the quarter.
  • Mid Atlantic Financial Management sold 244,150 GraniteShares Gold Shares shares in Q4 2019, an estimated $3.59M.
  • Mid Atlantic Financial Management first reported a position in GraniteShares Gold Shares in Q2 2019 and held it in 2 quarters.
  • Mid Atlantic Financial Management's GraniteShares Gold Shares position peaked at $4.2M in Q2 2019.
  • 52 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q4 2019.

Based on Mid Atlantic Financial Management's 13F filing for Q4 2019, filed 11 Feb 2020.