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Osborn Williams & Donohoe’s Sprott Physical Gold PHYS Stock Holding History

Osborn Williams & Donohoe’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,528
Closed -$16K – 571
2019
Q1 		$16K Buy
+1,528
New +$16.1K ﹤0.01% 580

Other funds holding PHYS

EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
OFG
OTA Financial Group Purchase, New York $143M AUM 16.9% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Osborn Williams & Donohoe's PHYS Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Sprott Physical Gold (PHYS) in Q2 2019, closing a stake of 1,528 shares — an estimated $16K sold.

Osborn Williams & Donohoe first reported a position in PHYS in Q1 2019 and held it in 1 quarter. The position peaked at $16K in Q1 2019. 177 funds tracked by Wall St. Rank hold PHYS as of Q2 2019.

  • Osborn Williams & Donohoe reported no remaining Sprott Physical Gold position as of Q2 2019 after selling out during the quarter.
  • Osborn Williams & Donohoe sold 1,528 Sprott Physical Gold shares in Q2 2019, an estimated $16K.
  • Osborn Williams & Donohoe first reported a position in Sprott Physical Gold in Q1 2019 and held it in 1 quarter.
  • Osborn Williams & Donohoe's Sprott Physical Gold position peaked at $16K in Q1 2019.
  • 177 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.