Wellesley Investment Partners’s Sprott Physical Gold PHYS Stock Holding History

Wellesley Investment Partners’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
2020 Q3	$308K	Buy	+20,500	New	+$313K	0.11%	77

Other funds holding PHYS

PAG

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

EAM

Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return

PAMP

Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

FDCDDQ

Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $27.8B AUM 31.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

PHS

Pekin Hardy Strauss Chicago, Illinois $957M AUM 44.61% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $18.8B AUM 29.2% 1-Year Est. Return

CTC

Central Trust Company Jefferson City, Missouri $5.08B AUM 25.65% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Wellesley Investment Partners's PHYS Position: Q3 2020 in Review

Wellesley Investment Partners opened a new position in Sprott Physical Gold (PHYS) in Q3 2020: 20,500 shares worth $308K. The stake represents 0.11% of the portfolio and ranks #77 among its holdings.

274 funds tracked by Wall St. Rank hold PHYS as of Q3 2020.

Wellesley Investment Partners held 20,500 shares of Sprott Physical Gold worth $308K as of Q3 2020.
Sprott Physical Gold was a new Wellesley Investment Partners position in Q3 2020.
Sprott Physical Gold made up 0.11% of Wellesley Investment Partners's portfolio in Q3 2020, its #77 holding.
274 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q3 2020.

Based on Wellesley Investment Partners's 13F filing for Q3 2020, filed 30 Oct 2020.