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Acorn Wealth Advisors’s Eldorado Gold EGO Stock Holding History

Acorn Wealth Advisors’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-1,000
Closed -$5K – 603
2018
Q1 		$5K Hold
1,000
– – ﹤0.01% 620
2017
Q4 		$7K Buy
+1,000
New +$7.42K 0.01% 541

Other funds holding EGO

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $1.24B AUM 2.91% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Acorn Wealth Advisors's EGO Position: Q2 2018 in Review

Acorn Wealth Advisors sold out of Eldorado Gold (EGO) in Q2 2018, closing a stake of 1,000 shares — an estimated $5K sold.

Acorn Wealth Advisors first reported a position in EGO in Q4 2017 and held it in 2 quarters. The position peaked at $7K in Q4 2017. 141 funds tracked by Wall St. Rank hold EGO as of Q2 2018.

  • Acorn Wealth Advisors reported no remaining Eldorado Gold position as of Q2 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 1,000 Eldorado Gold shares in Q2 2018, an estimated $5K.
  • Acorn Wealth Advisors first reported a position in Eldorado Gold in Q4 2017 and held it in 2 quarters.
  • Acorn Wealth Advisors's Eldorado Gold position peaked at $7K in Q4 2017.
  • 141 funds tracked by Wall St. Rank held Eldorado Gold as of Q2 2018.

Based on Acorn Wealth Advisors's 13F filing for Q2 2018, filed 10 Aug 2018.