GWMIA
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Global Wealth Management Investment Advisory’s OR Royalties Inc OR Stock Holding History

Global Wealth Management Investment Advisory’s Portfolio OR Stock Details OR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-224
Closed -$2K – 738
2018
Q4 		$2K Buy
+224
New +$1.75K ﹤0.01% 598

Other funds holding OR

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VanEck Associates
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EIG
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
IIM
Intact Investment Management Montreal, Quebec, Canada $3.52B AUM 37.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Global Wealth Management Investment Advisory's OR Position: Q1 2019 in Review

Global Wealth Management Investment Advisory sold out of OR Royalties Inc (OR) in Q1 2019, closing a stake of 224 shares — an estimated $2K sold.

Global Wealth Management Investment Advisory first reported a position in OR in Q4 2018 and held it in 1 quarter. The position peaked at $2K in Q4 2018. 97 funds tracked by Wall St. Rank hold OR as of Q1 2019.

  • Global Wealth Management Investment Advisory reported no remaining OR Royalties Inc position as of Q1 2019 after selling out during the quarter.
  • Global Wealth Management Investment Advisory sold 224 OR Royalties Inc shares in Q1 2019, an estimated $2K.
  • Global Wealth Management Investment Advisory first reported a position in OR Royalties Inc in Q4 2018 and held it in 1 quarter.
  • Global Wealth Management Investment Advisory's OR Royalties Inc position peaked at $2K in Q4 2018.
  • 97 funds tracked by Wall St. Rank held OR Royalties Inc as of Q1 2019.

Based on Global Wealth Management Investment Advisory's 13F filing for Q1 2019, filed 10 May 2019.