WEC
ASA

Winslow Evans & Crocker’s ASA Gold and Precious Metals ASA Stock Holding History

Winslow Evans & Crocker’s Portfolio ASA Stock Details ASA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-132
Closed -$2K – 1297
2013
Q4 		$2K Buy
+132
New +$1.7K ﹤0.01% 1265

Other funds holding ASA

Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.14B AUM 139.27% 1-Year Est. Return
VDBMI
Van Den Berg Management I Austin, Texas $473M AUM 63.76% 1-Year Est. Return
MWR
McAdams Wright Ragen Seattle, Washington $1.79B AUM 13.95% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SCM
Summit Capital Management Seattle, Washington $221M AUM 4.14% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Winslow Evans & Crocker's ASA Position: Q1 2014 in Review

Winslow Evans & Crocker sold out of ASA Gold and Precious Metals (ASA) in Q1 2014, closing a stake of 132 shares — an estimated $2K sold.

Winslow Evans & Crocker first reported a position in ASA in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 47 funds tracked by Wall St. Rank hold ASA as of Q1 2014.

  • Winslow Evans & Crocker reported no remaining ASA Gold and Precious Metals position as of Q1 2014 after selling out during the quarter.
  • Winslow Evans & Crocker sold 132 ASA Gold and Precious Metals shares in Q1 2014, an estimated $2K.
  • Winslow Evans & Crocker first reported a position in ASA Gold and Precious Metals in Q4 2013 and held it in 1 quarter.
  • Winslow Evans & Crocker's ASA Gold and Precious Metals position peaked at $2K in Q4 2013.
  • 47 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q1 2014.

Based on Winslow Evans & Crocker's 13F filing for Q1 2014, filed 11 Apr 2014.