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

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 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

PHS

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

FHC

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

PAG

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

Retirement Planning Group (Kansas)'s PHYS Position: Q4 2019 in Review

Retirement Planning Group (Kansas) sold out of Sprott Physical Gold (PHYS) in Q4 2019, closing a stake of 10,000 shares — an estimated $118K sold.

Retirement Planning Group (Kansas) first reported a position in PHYS in Q3 2019 and held it in 1 quarter. The position peaked at $118K in Q3 2019. 202 funds tracked by Wall St. Rank hold PHYS as of Q4 2019.

Retirement Planning Group (Kansas) reported no remaining Sprott Physical Gold position as of Q4 2019 after selling out during the quarter.
Retirement Planning Group (Kansas) sold 10,000 Sprott Physical Gold shares in Q4 2019, an estimated $118K.
Retirement Planning Group (Kansas) first reported a position in Sprott Physical Gold in Q3 2019 and held it in 1 quarter.
Retirement Planning Group (Kansas)'s Sprott Physical Gold position peaked at $118K in Q3 2019.
202 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2019.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q4 2019, filed 29 Jan 2020.