MWC
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MKD Wealth Coaches’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

MKD Wealth Coaches’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-287,990
Closed -$6.93M – 50
2019
Q4 		$6.93M Sell
287,990
-15,229
-5% -$339K 5.9% 4
2019
Q3 		$6.53M Sell
303,219
-990
-0.3% -$22.1K 6.78% 3
2019
Q2 		$6.21M Sell
304,209
-6,032
-2% -$105K 5.54% 5
2019
Q1 		$5.45M Buy
310,241
+261,463
+536% +$4.5M 5.5% 5
2018
Q4 		$791K Buy
+48,778
New +$741K 0.94% 22

Other funds holding RING

Jane Street
Jane Street New York $93.1B AUM 61.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $4.22B AUM 14.68% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return