SFS
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Sowell Financial Services’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Sowell Financial Services’s Portfolio RING Stock Details RING Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-100
Closed -$3K – 3274
2020
Q4 		$3K Hold
100
– – ﹤0.01% 2412
2020
Q3 		$3K Hold
100
– – ﹤0.01% 2154
2020
Q2 		$3K Hold
100
– – ﹤0.01% 2072
2020
Q1 		$2K Hold
100
– – ﹤0.01% 2110
2019
Q4 		$2K Sell
100
-125
-56% -$2.78K ﹤0.01% 2227
2019
Q3 		$5K Buy
+225
New +$5.03K ﹤0.01% 1775

Other funds holding RING

MERSOM
Municipal Employees' Retirement System of Michigan Lansing, Michigan $8.81B AUM 10.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
MAM
Madison Asset Management Madison, Wisconsin $8.06B AUM 11.81% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EFM
E Fund Management Guangzhou, China $3.37B AUM
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return