AE Wealth Management’s TRX Gold Corp TRX Stock Holding History

AE Wealth Management’s Portfolio TRX Stock Details TRX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-15,000	Closed	-$13K	–	1068
2019 Q2	$13K	Hold	15,000	–	–	﹤0.01%	959
2019 Q1	$12K	Hold	15,000	–	–	﹤0.01%	632
2018 Q4	$5K	Sell	15,000 -6,000	-29%	-$2.25K	﹤0.01%	472
2018 Q3	$8K	Buy	+21,000	New	+$8.47K	﹤0.01%	597

Other funds holding TRX

HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FFA

First Foundation Advisors Irvine, California $2.48B AUM 18.56% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

GWM

Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return

AAIM

Asset Advisors Investment Management Augusta, Georgia $1.05B AUM 12.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

ARTA

A.R.T. Advisors New York $1.79M AUM 57.47% 1-Year Est. Return

AE Wealth Management's TRX Position: Q3 2019 in Review

AE Wealth Management sold out of TRX Gold Corp (TRX) in Q3 2019, closing a stake of 15,000 shares — an estimated $13K sold.

AE Wealth Management first reported a position in TRX in Q3 2018 and held it in 4 quarters. The position peaked at $13K in Q2 2019. 24 funds tracked by Wall St. Rank hold TRX as of Q3 2019.

AE Wealth Management reported no remaining TRX Gold Corp position as of Q3 2019 after selling out during the quarter.
AE Wealth Management sold 15,000 TRX Gold Corp shares in Q3 2019, an estimated $13K.
AE Wealth Management first reported a position in TRX Gold Corp in Q3 2018 and held it in 4 quarters.
AE Wealth Management's TRX Gold Corp position peaked at $13K in Q2 2019.
24 funds tracked by Wall St. Rank held TRX Gold Corp as of Q3 2019.

Based on AE Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.