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Planning Alternatives’s Sprott Gold Miners ETF SGDM Stock Holding History

Planning Alternatives’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-13,200
Closed -$166K – 56
2015
Q3 		$166K Hold
13,200
– – 0.04% 43
2015
Q2 		$210K Hold
13,200
– – 0.04% 39
2015
Q1 		$221K Hold
13,200
– – 0.05% 39
2014
Q4 		$232K Buy
+13,200
New +$242K 0.05% 41

Other funds holding SGDM

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SR
Sloane Robinson London, United Kingdom $108M AUM 78.42% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Planning Alternatives's SGDM Position: Q4 2015 in Review

Planning Alternatives sold out of Sprott Gold Miners ETF (SGDM) in Q4 2015, closing a stake of 13,200 shares — an estimated $166K sold.

Planning Alternatives first reported a position in SGDM in Q4 2014 and held it in 4 quarters. The position peaked at $232K in Q4 2014. 39 funds tracked by Wall St. Rank hold SGDM as of Q4 2015.

  • Planning Alternatives reported no remaining Sprott Gold Miners ETF position as of Q4 2015 after selling out during the quarter.
  • Planning Alternatives sold 13,200 Sprott Gold Miners ETF shares in Q4 2015, an estimated $166K.
  • Planning Alternatives first reported a position in Sprott Gold Miners ETF in Q4 2014 and held it in 4 quarters.
  • Planning Alternatives's Sprott Gold Miners ETF position peaked at $232K in Q4 2014.
  • 39 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2015.

Based on Planning Alternatives's 13F filing for Q4 2015, filed 26 Jan 2016.