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WP Advisors’s Sprott Physical Gold PHYS Stock Holding History

WP Advisors’s Portfolio PHYS Stock Details PHYS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-441
Closed -$4K – 186
2018
Q3 		$4K Hold
441
– – ﹤0.01% 241
2018
Q2 		$4K Buy
+441
New +$4.68K ﹤0.01% 252

Other funds holding PHYS

PHS
Pekin Hardy Strauss Chicago, Illinois $1.14B AUM 37.36% 1-Year Est. Return
EAM
Evanson Asset Management Carmel, California $1.86B AUM 25.39% 1-Year Est. Return
FDCDDQ
Federation des caisses Desjardins du Quebec Levis, Quebec, Canada $32.7B AUM 35.71% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $6.07B AUM 34.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $130M AUM 29.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
B
Bailard Foster City, California $4.91B AUM 31.75% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

WP Advisors's PHYS Position: Q4 2018 in Review

WP Advisors sold out of Sprott Physical Gold (PHYS) in Q4 2018, closing a stake of 441 shares — an estimated $4K sold.

WP Advisors first reported a position in PHYS in Q2 2018 and held it in 2 quarters. The position peaked at $4K in Q3 2018. 177 funds tracked by Wall St. Rank hold PHYS as of Q4 2018.

  • WP Advisors reported no remaining Sprott Physical Gold position as of Q4 2018 after selling out during the quarter.
  • WP Advisors sold 441 Sprott Physical Gold shares in Q4 2018, an estimated $4K.
  • WP Advisors first reported a position in Sprott Physical Gold in Q2 2018 and held it in 2 quarters.
  • WP Advisors's Sprott Physical Gold position peaked at $4K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held Sprott Physical Gold as of Q4 2018.

Based on WP Advisors's 13F filing for Q4 2018, filed 18 Jan 2019.