EWM
RGLD icon

Evercore Wealth Management’s Royal Gold RGLD Stock Holding History

Evercore Wealth Management’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
Q4 		– Sell
-51
Closed -$2K – 964
2013
Q3 		$2K Buy
+51
New +$2.64K ﹤0.01% 965

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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 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
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Evercore Wealth Management's RGLD Position: Q4 2013 in Review

Evercore Wealth Management sold out of Royal Gold (RGLD) in Q4 2013, closing a stake of 51 shares — an estimated $2K sold.

Evercore Wealth Management first reported a position in RGLD in Q3 2013 and held it in 1 quarter. The position peaked at $2K in Q3 2013. 235 funds tracked by Wall St. Rank hold RGLD as of Q4 2013.

  • Evercore Wealth Management reported no remaining Royal Gold position as of Q4 2013 after selling out during the quarter.
  • Evercore Wealth Management sold 51 Royal Gold shares in Q4 2013, an estimated $2K.
  • Evercore Wealth Management first reported a position in Royal Gold in Q3 2013 and held it in 1 quarter.
  • Evercore Wealth Management's Royal Gold position peaked at $2K in Q3 2013.
  • 235 funds tracked by Wall St. Rank held Royal Gold as of Q4 2013.

Based on Evercore Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.