Retirement Planning Group (Kansas)’s Sprott Physical Gold PHYS Stock Holding History

Retirement Planning Group (Kansas)’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 Q4	–	Sell	-10,000	Closed	-$118K	–	75
2019 Q3	$118K	Buy	+10,000	New	+$118K	0.03%	68
2019 Q2	–	Hold	0	–	–	–	64
2019 Q1	–	Hold	0	–	–	–	65
2018 Q4	–	Hold	0	–	–	–	65
2018 Q3	–	Hold	0	–	–	–	54
2018 Q2	–	Hold	0	–	–	–	53
2018 Q1	–	Hold	0	–	–	–	53
2017 Q4	–	Hold	0	–	–	–	51

Other funds holding PHYS

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return