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O'Brien Greene & Co’s Sprott Junior Gold Miners ETF SGDJ Stock Holding History

O'Brien Greene & Co’s Portfolio SGDJ Stock Details SGDJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		– Sell
-11,000
Closed -$485K – 138
2021
Q2 		$485K Hold
11,000
– – 0.17% 86
2021
Q1 		$453K Sell
11,000
-500
-4% -$22.4K 0.18% 85
2020
Q4 		$566K Buy
11,500
+1,500
+15% +$70.6K 0.23% 76
2020
Q3 		$445K Buy
+10,000
New +$454K 0.21% 77

Other funds holding SGDJ

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
IWM
IHT Wealth Management Chicago, Illinois $4.3B AUM 21.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BPA
Beacon Pointe Advisors Newport Beach, California $18.9B AUM 18.9% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
CA
Corrado Advisors Ramsey, New Jersey $192M AUM 20.53% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

O'Brien Greene & Co's SGDJ Position: Q3 2021 in Review

O'Brien Greene & Co sold out of Sprott Junior Gold Miners ETF (SGDJ) in Q3 2021, closing a stake of 11,000 shares — an estimated $485K sold.

O'Brien Greene & Co first reported a position in SGDJ in Q3 2020 and held it in 4 quarters. The position peaked at $566K in Q4 2020. 27 funds tracked by Wall St. Rank hold SGDJ as of Q3 2021.

  • O'Brien Greene & Co reported no remaining Sprott Junior Gold Miners ETF position as of Q3 2021 after selling out during the quarter.
  • O'Brien Greene & Co sold 11,000 Sprott Junior Gold Miners ETF shares in Q3 2021, an estimated $485K.
  • O'Brien Greene & Co first reported a position in Sprott Junior Gold Miners ETF in Q3 2020 and held it in 4 quarters.
  • O'Brien Greene & Co's Sprott Junior Gold Miners ETF position peaked at $566K in Q4 2020.
  • 27 funds tracked by Wall St. Rank held Sprott Junior Gold Miners ETF as of Q3 2021.

Based on O'Brien Greene & Co's 13F filing for Q3 2021, filed 12 Nov 2021.