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WESPAC Advisors SoCal’s Sprott Gold Miners ETF SGDM Stock Holding History

WESPAC Advisors SoCal’s Portfolio SGDM Stock Details SGDM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-311
Closed -$6K – 279
2017
Q3 		$6K Buy
+311
New +$6.41K ﹤0.01% 220

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Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
RJFSA
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UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

WESPAC Advisors SoCal's SGDM Position: Q4 2017 in Review

WESPAC Advisors SoCal sold out of Sprott Gold Miners ETF (SGDM) in Q4 2017, closing a stake of 311 shares — an estimated $6K sold.

WESPAC Advisors SoCal first reported a position in SGDM in Q3 2017 and held it in 1 quarter. The position peaked at $6K in Q3 2017. 42 funds tracked by Wall St. Rank hold SGDM as of Q4 2017.

  • WESPAC Advisors SoCal reported no remaining Sprott Gold Miners ETF position as of Q4 2017 after selling out during the quarter.
  • WESPAC Advisors SoCal sold 311 Sprott Gold Miners ETF shares in Q4 2017, an estimated $6K.
  • WESPAC Advisors SoCal first reported a position in Sprott Gold Miners ETF in Q3 2017 and held it in 1 quarter.
  • WESPAC Advisors SoCal's Sprott Gold Miners ETF position peaked at $6K in Q3 2017.
  • 42 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q4 2017.

Based on WESPAC Advisors SoCal's 13F filing for Q4 2017, filed 13 Feb 2018.