AW
PAL

ACG Wealth’s NORTH AMERICAN PALLADIUM LTD PAL Stock Holding History

ACG Wealth’s Portfolio PAL Stock Details PAL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-12,000
Closed -$6K – 215
2014
Q1 		$6K Hold
12,000
– – ﹤0.01% 183
2013
Q4 		$8K Buy
+12,000
New +$8.44K ﹤0.01% 181
2013
Q3 		– Sell
-12,000
Closed -$12K – 153
2013
Q2 		$12K Buy
+12,000
New +$14.9K ﹤0.01% 146

Other funds holding PAL

Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CLOS
Compagnie Lombard Odier SCmA 1204 Geneva, Switzerland $8.13B AUM 26.03% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
BPGAM
BTG Pactual Global Asset Management Hamilton, Bermuda $600M AUM 28.3% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ACG Wealth's PAL Position: Q2 2014 in Review

ACG Wealth sold out of NORTH AMERICAN PALLADIUM LTD (PAL) in Q2 2014, closing a stake of 12,000 shares — an estimated $6K sold.

ACG Wealth first reported a position in PAL in Q2 2013 and held it in 3 quarters. The position peaked at $12K in Q2 2013. 48 funds tracked by Wall St. Rank hold PAL as of Q2 2014.

  • ACG Wealth reported no remaining NORTH AMERICAN PALLADIUM LTD position as of Q2 2014 after selling out during the quarter.
  • ACG Wealth sold 12,000 NORTH AMERICAN PALLADIUM LTD shares in Q2 2014, an estimated $6K.
  • ACG Wealth first reported a position in NORTH AMERICAN PALLADIUM LTD in Q2 2013 and held it in 3 quarters.
  • ACG Wealth's NORTH AMERICAN PALLADIUM LTD position peaked at $12K in Q2 2013.
  • 48 funds tracked by Wall St. Rank held NORTH AMERICAN PALLADIUM LTD as of Q2 2014.

Based on ACG Wealth's 13F filing for Q2 2014, filed 12 Aug 2014.