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Summit Financial Wealth Advisors’s iShares MSCI Global Gold Miners ETF RING Stock Holding History

Summit Financial Wealth Advisors’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
2020
Q1 		– Sell
-41,891
Closed -$1M – 139
2019
Q4 		$1M Buy
41,891
+78
+0.2% +$1.73K 0.24% 60
2019
Q3 		$907K Buy
41,813
+479
+1% +$10.7K 0.22% 67
2019
Q2 		$844K Buy
+41,334
New +$718K 0.21% 76

Other funds holding RING

Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.31B AUM 20.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
1WA
180 Wealth Advisors Federal Way, Washington $997M AUM 47.84% 1-Year Est. Return

Summit Financial Wealth Advisors's RING Position: Q1 2020 in Review

Summit Financial Wealth Advisors sold out of iShares MSCI Global Gold Miners ETF (RING) in Q1 2020, closing a stake of 41,891 shares — an estimated $1M sold.

Summit Financial Wealth Advisors first reported a position in RING in Q2 2019 and held it in 3 quarters. The position peaked at $1M in Q4 2019. 53 funds tracked by Wall St. Rank hold RING as of Q1 2020.

  • Summit Financial Wealth Advisors reported no remaining iShares MSCI Global Gold Miners ETF position as of Q1 2020 after selling out during the quarter.
  • Summit Financial Wealth Advisors sold 41,891 iShares MSCI Global Gold Miners ETF shares in Q1 2020, an estimated $1M.
  • Summit Financial Wealth Advisors first reported a position in iShares MSCI Global Gold Miners ETF in Q2 2019 and held it in 3 quarters.
  • Summit Financial Wealth Advisors's iShares MSCI Global Gold Miners ETF position peaked at $1M in Q4 2019.
  • 53 funds tracked by Wall St. Rank held iShares MSCI Global Gold Miners ETF as of Q1 2020.

Based on Summit Financial Wealth Advisors's 13F filing for Q1 2020, filed 29 Apr 2020.