WF
GTU

Welch & Forbes’s CENTRAL GOLD TR (CANADA) GTU Stock Holding History

Welch & Forbes’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
2014
Q3 		– Sell
-4,494
Closed -$213K – 360
2014
Q2 		$213K Hold
4,494
– – 0.01% 319
2014
Q1 		$203K Buy
+4,494
New +$205K 0.01% 324
2013
Q4 		– Sell
-5,000
Closed -$231K – 339
2013
Q3 		$231K Hold
5,000
– – 0.01% 313
2013
Q2 		$221K Buy
+5,000
New +$258K 0.01% 297

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
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CCMD
Cypress Capital Management (Delaware) Greenville, Delaware $539M AUM 11.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

Welch & Forbes's GTU Position: Q3 2014 in Review

Welch & Forbes sold out of CENTRAL GOLD TR (CANADA) (GTU) in Q3 2014, closing a stake of 4,494 shares — an estimated $213K sold.

Welch & Forbes first reported a position in GTU in Q2 2013 and held it in 4 quarters. The position peaked at $231K in Q3 2013. 65 funds tracked by Wall St. Rank hold GTU as of Q3 2014.

  • Welch & Forbes reported no remaining CENTRAL GOLD TR (CANADA) position as of Q3 2014 after selling out during the quarter.
  • Welch & Forbes sold 4,494 CENTRAL GOLD TR (CANADA) shares in Q3 2014, an estimated $213K.
  • Welch & Forbes first reported a position in CENTRAL GOLD TR (CANADA) in Q2 2013 and held it in 4 quarters.
  • Welch & Forbes's CENTRAL GOLD TR (CANADA) position peaked at $231K in Q3 2013.
  • 65 funds tracked by Wall St. Rank held CENTRAL GOLD TR (CANADA) as of Q3 2014.

Based on Welch & Forbes's 13F filing for Q3 2014, filed 27 Oct 2014.