MWC
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MKD Wealth Coaches’s GraniteShares Gold Shares BAR Stock Holding History

MKD Wealth Coaches’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
Q1 		– Sell
-420
Closed -$5K – 186
2018
Q4 		$5K Buy
+420
New +$5.15K 0.01% 135

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CM
Columbus Macro New Castle, Pennsylvania $1.03B AUM 17.77% 1-Year Est. Return
FAAS
First Allied Advisory Services San Diego, California $2.98B AUM 15.89% 1-Year Est. Return
VWM
Venturi Wealth Management Austin, Texas $2.58B AUM 41.25% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MKD Wealth Coaches's BAR Position: Q1 2019 in Review

MKD Wealth Coaches sold out of GraniteShares Gold Shares (BAR) in Q1 2019, closing a stake of 420 shares — an estimated $5K sold.

MKD Wealth Coaches first reported a position in BAR in Q4 2018 and held it in 1 quarter. The position peaked at $5K in Q4 2018. 30 funds tracked by Wall St. Rank hold BAR as of Q1 2019.

  • MKD Wealth Coaches reported no remaining GraniteShares Gold Shares position as of Q1 2019 after selling out during the quarter.
  • MKD Wealth Coaches sold 420 GraniteShares Gold Shares shares in Q1 2019, an estimated $5K.
  • MKD Wealth Coaches first reported a position in GraniteShares Gold Shares in Q4 2018 and held it in 1 quarter.
  • MKD Wealth Coaches's GraniteShares Gold Shares position peaked at $5K in Q4 2018.
  • 30 funds tracked by Wall St. Rank held GraniteShares Gold Shares as of Q1 2019.

Based on MKD Wealth Coaches's 13F filing for Q1 2019, filed 2 May 2019.