Signature Wealth Management Group’s Sprott Physical Gold PHYS Stock Holding History

Signature Wealth Management 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	-500	Closed	-$5K	–	238
2018 Q3	$5K	Hold	500	–	–	﹤0.01%	247
2018 Q2	$5K	Hold	500	–	–	﹤0.01%	249
2018 Q1	$5K	Hold	500	–	–	﹤0.01%	247
2017 Q4	$5K	Buy	+500	New	+$5.2K	﹤0.01%	258

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 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 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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Bailard Foster City, California $4.94B AUM 25.15% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Signature Wealth Management Group's PHYS Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Sprott Physical Gold (PHYS) in Q4 2018, closing a stake of 500 shares — an estimated $5K sold.

Signature Wealth Management Group first reported a position in PHYS in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 177 funds tracked by Wall St. Rank hold PHYS as of Q4 2018.

Signature Wealth Management Group reported no remaining Sprott Physical Gold position as of Q4 2018 after selling out during the quarter.
Signature Wealth Management Group sold 500 Sprott Physical Gold shares in Q4 2018, an estimated $5K.
Signature Wealth Management Group first reported a position in Sprott Physical Gold in Q4 2017 and held it in 4 quarters.
Signature Wealth Management Group's Sprott Physical Gold position peaked at $5K in Q3 2018.
177 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.