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Cobiz Wealth’s Royal Gold RGLD Stock Holding History

Cobiz Wealth’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
2013
Q3 		– Sell
-1,200
Closed -$50K – 303
2013
Q2 		$50K Buy
+1,200
New +$64.9K 0.01% 177

Other funds holding RGLD

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Cobiz Wealth's RGLD Position: Q3 2013 in Review

Cobiz Wealth sold out of Royal Gold (RGLD) in Q3 2013, closing a stake of 1,200 shares — an estimated $50K sold.

Cobiz Wealth first reported a position in RGLD in Q2 2013 and held it in 1 quarter. The position peaked at $50K in Q2 2013. 221 funds tracked by Wall St. Rank hold RGLD as of Q3 2013.

  • Cobiz Wealth reported no remaining Royal Gold position as of Q3 2013 after selling out during the quarter.
  • Cobiz Wealth sold 1,200 Royal Gold shares in Q3 2013, an estimated $50K.
  • Cobiz Wealth first reported a position in Royal Gold in Q2 2013 and held it in 1 quarter.
  • Cobiz Wealth's Royal Gold position peaked at $50K in Q2 2013.
  • 221 funds tracked by Wall St. Rank held Royal Gold as of Q3 2013.

Based on Cobiz Wealth's 13F filing for Q3 2013, filed 6 Nov 2013.