BerganKDV Wealth Management’s AngloGold Ashanti AU Stock Holding History

BerganKDV Wealth Management’s Portfolio AU Stock Details AU Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-106	Closed	-$1K	–	727
2018 Q4	$1K	Sell	106 -1,060	-91%	-$10.9K	﹤0.01%	640
2018 Q3	$10K	Buy	1,166 +1,060	+1,000%	+$8.75K	﹤0.01%	486
2018 Q2	$1K	Buy	+106	New	+$928	﹤0.01%	619

Other funds holding AU

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

TAM

Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return

BerganKDV Wealth Management's AU Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of AngloGold Ashanti (AU) in Q1 2019, closing a stake of 106 shares — an estimated $1K sold.

BerganKDV Wealth Management first reported a position in AU in Q2 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 197 funds tracked by Wall St. Rank hold AU as of Q1 2019.

BerganKDV Wealth Management reported no remaining AngloGold Ashanti position as of Q1 2019 after selling out during the quarter.
BerganKDV Wealth Management sold 106 AngloGold Ashanti shares in Q1 2019, an estimated $1K.
BerganKDV Wealth Management first reported a position in AngloGold Ashanti in Q2 2018 and held it in 3 quarters.
BerganKDV Wealth Management's AngloGold Ashanti position peaked at $10K in Q3 2018.
197 funds tracked by Wall St. Rank held AngloGold Ashanti as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.