WIC
ASA

Woodmont Investment Counsel’s ASA Gold and Precious Metals ASA Stock Holding History

Woodmont Investment Counsel’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
2016
Q4 		– Sell
-100
Closed -$1K – 215
2016
Q3 		$1K Buy
+100
New +$1.54K ﹤0.01% 689
2016
Q2 		– Sell
-100
Closed -$1K – 202
2016
Q1 		$1K Hold
100
– – ﹤0.01% 505
2015
Q4 		$1K Hold
100
– – ﹤0.01% 515
2015
Q3 		$1K Buy
+100
New +$819 ﹤0.01% 516

Other funds holding ASA

Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Baird Financial Group
Baird Financial Group Milwaukee, Wisconsin $64B AUM 22.64% 1-Year Est. Return
PVWM
Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
ADBIC
A.D. Beadell Investment Counsel Mequon, Wisconsin $156M AUM 29.03% 1-Year Est. Return
BA
Bennicas & Associates Portola Valley, California $173M AUM 1.55% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Woodmont Investment Counsel's ASA Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of ASA Gold and Precious Metals (ASA) in Q4 2016, closing a stake of 100 shares — an estimated $1K sold.

Woodmont Investment Counsel first reported a position in ASA in Q3 2015 and held it in 4 quarters. The position peaked at $1K in Q3 2016. 47 funds tracked by Wall St. Rank hold ASA as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining ASA Gold and Precious Metals position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 100 ASA Gold and Precious Metals shares in Q4 2016, an estimated $1K.
  • Woodmont Investment Counsel first reported a position in ASA Gold and Precious Metals in Q3 2015 and held it in 4 quarters.
  • Woodmont Investment Counsel's ASA Gold and Precious Metals position peaked at $1K in Q3 2016.
  • 47 funds tracked by Wall St. Rank held ASA Gold and Precious Metals as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.