Creative Planning
EGO icon

Creative Planning’s Eldorado Gold EGO Stock Holding History

Creative Planning’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,000
Closed -$1K – 2091
2018
Q1 		$1K Buy
+2,000
New +$11.7K ﹤0.01% 2010

Other funds holding EGO

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return

Creative Planning's EGO Position: Q4 2018 in Review

Creative Planning sold out of Eldorado Gold (EGO) in Q4 2018, closing a stake of 6,934 shares — an estimated $31K sold.

Creative Planning first reported a position in EGO in Q2 2013 and held it in 22 quarters. The position peaked at $2.28M in Q2 2013. 103 funds tracked by Wall St. Rank hold EGO as of Q4 2018.

  • Creative Planning reported no remaining Eldorado Gold position as of Q4 2018 after selling out during the quarter.
  • Creative Planning sold 6,934 Eldorado Gold shares in Q4 2018, an estimated $31K.
  • Creative Planning first reported a position in Eldorado Gold in Q2 2013 and held it in 22 quarters.
  • Creative Planning's Eldorado Gold position peaked at $2.28M in Q2 2013.
  • 103 funds tracked by Wall St. Rank held Eldorado Gold as of Q4 2018.

Based on Creative Planning's 13F filing for Q4 2018, filed 1 Feb 2019.