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Evercore Wealth Management’s Alamos Gold AGI Stock Holding History

Evercore Wealth Management’s Portfolio AGI Stock Details AGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1
Closed – – 1012
2016
Q3 		$0 Hold
1
– – ﹤0.01% 1019
2016
Q2 		$0 Buy
+1
New +$7 ﹤0.01% 1015

Other funds holding AGI

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
SI
Sentry Investments Toronto, Ontario, Canada $6.7B AUM 3.72% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $15.7B AUM 36.4% 1-Year Est. Return

Evercore Wealth Management's AGI Position: Q4 2016 in Review

Evercore Wealth Management sold out of Alamos Gold (AGI) in Q4 2016, closing a stake of 1 share.

Evercore Wealth Management first reported a position in AGI in Q2 2016 and held it in 2 quarters. The position peaked at $0 in Q3 2016. 130 funds tracked by Wall St. Rank hold AGI as of Q4 2016.

  • Evercore Wealth Management reported no remaining Alamos Gold position as of Q4 2016 after selling out during the quarter.
  • Evercore Wealth Management sold 1 Alamos Gold share in Q4 2016.
  • Evercore Wealth Management first reported a position in Alamos Gold in Q2 2016 and held it in 2 quarters.
  • Evercore Wealth Management's Alamos Gold position peaked at $0 in Q3 2016.
  • 130 funds tracked by Wall St. Rank held Alamos Gold as of Q4 2016.

Based on Evercore Wealth Management's 13F filing for Q4 2016, filed 8 Feb 2017.