IFP Advisors’s Vista Gold VGZ Stock Holding History

IFP Advisors’s Portfolio VGZ Stock Details VGZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-500	Closed	–	–	3422
2018 Q4	$0	Sell	500 -2,500	-83%	-$1.28K	﹤0.01%	3875
2018 Q3	$2K	Hold	3,000	–	–	﹤0.01%	3587
2018 Q2	$2K	Hold	3,000	–	–	﹤0.01%	3640
2018 Q1	$2K	Hold	3,000	–	–	﹤0.01%	3548
2017 Q4	$2K	Hold	3,000	–	–	﹤0.01%	3599
2017 Q3	$2K	Buy	3,000 +500	+20%	+$403	﹤0.01%	3801
2017 Q2	$2K	Hold	2,500	–	–	﹤0.01%	3778
2017 Q1	$3K	Hold	2,500	–	–	﹤0.01%	3569
2016 Q4	$2K	Hold	2,500	–	–	﹤0.01%	3683
2016 Q3	$3K	Sell	2,500 -125	-5%	-$155	﹤0.01%	3488
2016 Q2	$5K	Buy	+2,625	New	+$2.31K	﹤0.01%	3168
2016 Q1	–	Sell	-2,625	Closed	-$1K	–	3429
2015 Q4	$1K	Buy	+2,625	New	+$775	﹤0.01%	3575

Other funds holding VGZ

SVG

Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 1-Year Est. Return

GSM

Global Strategic Management San Juan, Puerto Rico $120M AUM

Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

EIM

Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return

CCMW

Cypress Capital Management (Wyoming) Sheridan, Wyoming $108M AUM 54.47% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

DBIA

Dumont & Blake Investment Advisors Princeton, New Jersey $400M AUM 21.87% 1-Year Est. Return

IFP Advisors's VGZ Position: Q1 2019 in Review

IFP Advisors sold out of Vista Gold (VGZ) in Q1 2019, closing a stake of 500 shares.

IFP Advisors first reported a position in VGZ in Q4 2015 and held it in 12 quarters. The position peaked at $5K in Q2 2016. 29 funds tracked by Wall St. Rank hold VGZ as of Q1 2019.

IFP Advisors reported no remaining Vista Gold position as of Q1 2019 after selling out during the quarter.
IFP Advisors sold 500 Vista Gold shares in Q1 2019.
IFP Advisors first reported a position in Vista Gold in Q4 2015 and held it in 12 quarters.
IFP Advisors's Vista Gold position peaked at $5K in Q2 2016.
29 funds tracked by Wall St. Rank held Vista Gold as of Q1 2019.

Based on IFP Advisors's 13F filing for Q1 2019, filed 15 May 2019.