Sequoia Financial Advisors’s ASA Gold and Precious Metals ASA Stock Holding History

Sequoia Financial Advisors’s Portfolio ASA Stock Details ASA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-10,000	Closed	-$89K	–	301
2018 Q3	$89K	Hold	10,000	–	–	0.01%	311
2018 Q2	$102K	Hold	10,000	–	–	0.01%	296
2018 Q1	$104K	Hold	10,000	–	–	0.01%	297
2017 Q4	$113K	Hold	10,000	–	–	0.01%	295
2017 Q3	$119K	Hold	10,000	–	–	0.01%	278
2017 Q2	$117K	Hold	10,000	–	–	0.01%	275
2017 Q1	$121K	Buy	+10,000	New	+$123K	0.02%	272

Other funds holding ASA

Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return

WS Management Jacksonville, Florida $1.14B AUM 139.27% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

UCI

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return

ICM

Ionic Capital Management New York $690M AUM 70.34% 1-Year Est. Return

PVWM

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return

Baird Financial Group Milwaukee, Wisconsin $72.7B AUM 26.4% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.57B AUM 67.1% 1-Year Est. Return

ADBIC

A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return

Sequoia Financial Advisors's ASA Position: Q4 2018 in Review

Sequoia Financial Advisors sold out of ASA Gold and Precious Metals (ASA) in Q4 2018, closing a stake of 10,000 shares — an estimated $89K sold.

Sequoia Financial Advisors first reported a position in ASA in Q1 2017 and held it in 7 quarters. The position peaked at $121K in Q1 2017. 52 funds tracked by Wall St. Rank hold ASA as of Q4 2018.

Sequoia Financial Advisors reported no remaining ASA Gold and Precious Metals position as of Q4 2018 after selling out during the quarter.
Sequoia Financial Advisors sold 10,000 ASA Gold and Precious Metals shares in Q4 2018, an estimated $89K.
Sequoia Financial Advisors first reported a position in ASA Gold and Precious Metals in Q1 2017 and held it in 7 quarters.
Sequoia Financial Advisors's ASA Gold and Precious Metals position peaked at $121K in Q1 2017.
52 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q4 2018.

Based on Sequoia Financial Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.