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URG

Avantax Planning Partners’s Ur-Energy URG Stock Holding History

Avantax Planning Partners’s Portfolio URG Stock Details URG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,936
Closed -$6K – 347
2016
Q4 		$6K Buy
+10,936
New +$5.27K ﹤0.01% 317

Other funds holding URG

GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
CC
CQS Cayman Camana Bay, Grand Cayman, Cayman Islands $2.26B AUM 1.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $4.78B AUM 25.31% 1-Year Est. Return
GS
Gagnon Securities New York $433M AUM 29.08% 1-Year Est. Return
VKH
Virtu KCG Holdings New York $3.6B AUM 17.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
VAM
Verity Asset Management Durham, North Carolina $238M AUM 24.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Avantax Planning Partners's URG Position: Q1 2017 in Review

Avantax Planning Partners sold out of Ur-Energy (URG) in Q1 2017, closing a stake of 10,936 shares — an estimated $6K sold.

Avantax Planning Partners first reported a position in URG in Q4 2016 and held it in 1 quarter. The position peaked at $6K in Q4 2016. 30 funds tracked by Wall St. Rank hold URG as of Q1 2017.

  • Avantax Planning Partners reported no remaining Ur-Energy position as of Q1 2017 after selling out during the quarter.
  • Avantax Planning Partners sold 10,936 Ur-Energy shares in Q1 2017, an estimated $6K.
  • Avantax Planning Partners first reported a position in Ur-Energy in Q4 2016 and held it in 1 quarter.
  • Avantax Planning Partners's Ur-Energy position peaked at $6K in Q4 2016.
  • 30 funds tracked by Wall St. Rank held Ur-Energy as of Q1 2017.

Based on Avantax Planning Partners's 13F filing for Q1 2017, filed 12 Apr 2017.