WEC
OUNZ icon

Winslow Evans & Crocker’s VanEck Merk Gold Trust OUNZ Stock Holding History

Winslow Evans & Crocker’s Portfolio OUNZ Stock Details OUNZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-800
Closed -$9.11K – 1268
2016
Q4 		$9.11K Hold
800
– – ﹤0.01% 904
2016
Q3 		$10.4K Hold
800
– – ﹤0.01% 894
2016
Q2 		$10.5K Buy
+800
New +$10K ﹤0.01% 864

Other funds holding OUNZ

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $104B AUM 28.3% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
FCH
Freestone Capital Holdings Seattle, Washington $3.86B AUM 26.3% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
EWM
Evercore Wealth Management New York $7.07B AUM 24.72% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Winslow Evans & Crocker's OUNZ Position: Q1 2017 in Review

Winslow Evans & Crocker sold out of VanEck Merk Gold Trust (OUNZ) in Q1 2017, closing a stake of 800 shares — an estimated $9.11K sold.

Winslow Evans & Crocker first reported a position in OUNZ in Q2 2016 and held it in 3 quarters. The position peaked at $10.5K in Q2 2016. 27 funds tracked by Wall St. Rank hold OUNZ as of Q1 2017.

  • Winslow Evans & Crocker reported no remaining VanEck Merk Gold Trust position as of Q1 2017 after selling out during the quarter.
  • Winslow Evans & Crocker sold 800 VanEck Merk Gold Trust shares in Q1 2017, an estimated $9.11K.
  • Winslow Evans & Crocker first reported a position in VanEck Merk Gold Trust in Q2 2016 and held it in 3 quarters.
  • Winslow Evans & Crocker's VanEck Merk Gold Trust position peaked at $10.5K in Q2 2016.
  • 27 funds tracked by Wall St. Rank held VanEck Merk Gold Trust as of Q1 2017.

Based on Winslow Evans & Crocker's 13F filing for Q1 2017, filed 14 Apr 2017.