APP
EMX

Avantax Planning Partners’s EMX Royalty EMX Stock Holding History

Avantax Planning Partners’s Portfolio EMX Stock Details EMX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-157
Closed – – 534
2018
Q3 		$0 Buy
+157
New +$181 ﹤0.01% 1454
2018
Q2 		– Sell
-157
Closed – – 575
2018
Q1 		$0 Buy
+157
New +$141 ﹤0.01% 1832

Other funds holding EMX

SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
GSM
Global Strategic Management San Juan, Puerto Rico $130M AUM
EPIM
Equinox Partners Investment Management Stamford, Connecticut $212M AUM 153.42% 1-Year Est. Return
USGIU
U.S. Global Investors (USGI) San Antonio, Texas $1.04B AUM 73.31% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
KIA
KCM Investment Advisors Greenbrae, California $3.37B AUM 30.24% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return
SBIA
Sheaff Brock Investment Advisors Indianapolis, Indiana $1.09B AUM 14.4% 1-Year Est. Return

Avantax Planning Partners's EMX Position: Q4 2018 in Review

Avantax Planning Partners sold out of EMX Royalty (EMX) in Q4 2018, closing a stake of 157 shares.

Avantax Planning Partners first reported a position in EMX in Q1 2018 and held it in 2 quarters. The position peaked at $0 in Q3 2018. 24 funds tracked by Wall St. Rank hold EMX as of Q4 2018.

  • Avantax Planning Partners reported no remaining EMX Royalty position as of Q4 2018 after selling out during the quarter.
  • Avantax Planning Partners sold 157 EMX Royalty shares in Q4 2018.
  • Avantax Planning Partners first reported a position in EMX Royalty in Q1 2018 and held it in 2 quarters.
  • Avantax Planning Partners's EMX Royalty position peaked at $0 in Q3 2018.
  • 24 funds tracked by Wall St. Rank held EMX Royalty as of Q4 2018.

Based on Avantax Planning Partners's 13F filing for Q4 2018, filed 14 Feb 2019.