SWP
GTU

Stratos Wealth Partners’s CENTRAL GOLD TR (CANADA) GTU Stock Holding History

Stratos Wealth Partners’s Portfolio GTU Stock Details GTU Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-4,933
Closed -$201K – 637
2014
Q4 		$201K Sell
4,933
-4,170
-46% -$169K 0.04% 453
2014
Q3 		$377K Hold
9,103
– – 0.09% 193
2014
Q2 		$432K Buy
+9,103
New +$416K 0.14% 173

Other funds holding GTU

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $13.7B AUM 21.52% 1-Year Est. Return
PHS
Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
COLIM
City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return
SC
Sessa Capital New York $5.51B AUM 47.23% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Stratos Wealth Partners's GTU Position: Q1 2015 in Review

Stratos Wealth Partners sold out of CENTRAL GOLD TR (CANADA) (GTU) in Q1 2015, closing a stake of 4,933 shares — an estimated $201K sold.

Stratos Wealth Partners first reported a position in GTU in Q2 2014 and held it in 3 quarters. The position peaked at $432K in Q2 2014. 68 funds tracked by Wall St. Rank hold GTU as of Q1 2015.

  • Stratos Wealth Partners reported no remaining CENTRAL GOLD TR (CANADA) position as of Q1 2015 after selling out during the quarter.
  • Stratos Wealth Partners sold 4,933 CENTRAL GOLD TR (CANADA) shares in Q1 2015, an estimated $201K.
  • Stratos Wealth Partners first reported a position in CENTRAL GOLD TR (CANADA) in Q2 2014 and held it in 3 quarters.
  • Stratos Wealth Partners's CENTRAL GOLD TR (CANADA) position peaked at $432K in Q2 2014.
  • 68 funds tracked by Wall St. Rank held CENTRAL GOLD TR (CANADA) as of Q1 2015.

Based on Stratos Wealth Partners's 13F filing for Q1 2015, filed 13 May 2015.