Burt Wealth Advisors’s Royal Gold RGLD Stock Holding History

Burt Wealth Advisors’s Portfolio RGLD Stock Details RGLD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-100	Closed	-$4K	–	542
2015 Q3	$4K	Buy	+100	New	+$5.14K	0.01%	321

Other funds holding RGLD

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

SJIC

St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Burt Wealth Advisors's RGLD Position: Q4 2015 in Review

Burt Wealth Advisors sold out of Royal Gold (RGLD) in Q4 2015, closing a stake of 100 shares — an estimated $4K sold.

Burt Wealth Advisors first reported a position in RGLD in Q3 2015 and held it in 1 quarter. The position peaked at $4K in Q3 2015. 247 funds tracked by Wall St. Rank hold RGLD as of Q4 2015.

Burt Wealth Advisors reported no remaining Royal Gold position as of Q4 2015 after selling out during the quarter.
Burt Wealth Advisors sold 100 Royal Gold shares in Q4 2015, an estimated $4K.
Burt Wealth Advisors first reported a position in Royal Gold in Q3 2015 and held it in 1 quarter.
Burt Wealth Advisors's Royal Gold position peaked at $4K in Q3 2015.
247 funds tracked by Wall St. Rank held Royal Gold as of Q4 2015.

Based on Burt Wealth Advisors's 13F filing for Q4 2015, filed 29 Jan 2016.