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Polaris Wealth Advisory Group’s Sprott Physical Gold PHYS Stock Holding History

Polaris Wealth Advisory Group’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
2018
Q4 		– Sell
-2,900
Closed -$28K – 363
2018
Q3 		$28K Buy
+2,900
New +$28.3K ﹤0.01% 299
2018
Q2 		– Sell
-2,900
Closed -$31K – 377
2018
Q1 		$31K Buy
+2,900
New +$31.4K ﹤0.01% 261
2016
Q1 		– Sell
-10,748
Closed -$94K – 136
2015
Q4 		$94K Buy
+10,748
New +$97.5K 0.02% 139

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Polaris Wealth Advisory Group's PHYS Position: Q4 2018 in Review

Polaris Wealth Advisory Group sold out of Sprott Physical Gold (PHYS) in Q4 2018, closing a stake of 2,900 shares — an estimated $28K sold.

Polaris Wealth Advisory Group first reported a position in PHYS in Q4 2015 and held it in 3 quarters. The position peaked at $94K in Q4 2015. 177 funds tracked by Wall St. Rank hold PHYS as of Q4 2018.

  • Polaris Wealth Advisory Group reported no remaining Sprott Physical Gold position as of Q4 2018 after selling out during the quarter.
  • Polaris Wealth Advisory Group sold 2,900 Sprott Physical Gold shares in Q4 2018, an estimated $28K.
  • Polaris Wealth Advisory Group first reported a position in Sprott Physical Gold in Q4 2015 and held it in 3 quarters.
  • Polaris Wealth Advisory Group's Sprott Physical Gold position peaked at $94K in Q4 2015.
  • 177 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2018.

Based on Polaris Wealth Advisory Group's 13F filing for Q4 2018, filed 17 Jan 2019.