WFG Advisors’s Sprott Gold Miners ETF SGDM Stock Holding History

WFG Advisors’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 Q2	$8K	Hold	401	–	–	﹤0.01%	1200
2017 Q1	$8K	Hold	401	–	–	﹤0.01%	1132
2016 Q4	$8K	Hold	401	–	–	﹤0.01%	1176
2016 Q3	$10K	Hold	401	–	–	﹤0.01%	1131
2016 Q2	$10K	Hold	401	–	–	﹤0.01%	1101
2016 Q1	$7K	Hold	401	–	–	﹤0.01%	1134
2015 Q4	$5K	Sell	401 -99	-20%	-$1.35K	﹤0.01%	1237
2015 Q3	$6K	Hold	500	–	–	﹤0.01%	1225
2015 Q2	$8K	Buy	500 +200	+67%	+$3.51K	﹤0.01%	1253
2015 Q1	$5K	Hold	300	–	–	﹤0.01%	1377
2014 Q4	$5K	Hold	300	–	–	﹤0.01%	1647
2014 Q3	$6K	Buy	+300	New	+$7.08K	﹤0.01%	1627

Other funds holding SGDM

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Sprott Inc Toronto, Ontario, Canada $3.44B AUM 125.26% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WFG Advisors's SGDM Position: Q2 2017 in Review

WFG Advisors held its Sprott Gold Miners ETF (SGDM) position steady in Q2 2017 at 401 shares worth $8K. The position accounts for ﹤0.01% of the portfolio, ranked #1200.

WFG Advisors first reported a position in SGDM in Q3 2014 and has held it in 12 quarters since. The position peaked at $10K in Q3 2016. 39 funds tracked by Wall St. Rank hold SGDM as of Q2 2017.

WFG Advisors held 401 shares of Sprott Gold Miners ETF worth $8K as of Q2 2017.
WFG Advisors left its Sprott Gold Miners ETF share count unchanged in Q2 2017.
Sprott Gold Miners ETF made up ﹤0.01% of WFG Advisors's portfolio in Q2 2017, its #1200 holding.
WFG Advisors first reported a position in Sprott Gold Miners ETF in Q3 2014 and has held it in 12 quarters since.
WFG Advisors's Sprott Gold Miners ETF position peaked at $10K in Q3 2016.
39 funds tracked by Wall St. Rank held Sprott Gold Miners ETF as of Q2 2017.

Based on WFG Advisors's 13F filing for Q2 2017, filed 18 Aug 2017.