IA
WRN

IFP Advisors’s Western Copper and Gold WRN Stock Holding History

IFP Advisors’s Portfolio WRN Stock Details WRN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-1,100
Closed -$1K – 4125
2017
Q3 		$1K Hold
1,100
– – ﹤0.01% 3968
2017
Q2 		$1K Hold
1,100
– – ﹤0.01% 3962
2017
Q1 		$1K Hold
1,100
– – ﹤0.01% 3873
2016
Q4 		$2K Hold
1,100
– – ﹤0.01% 3686
2016
Q3 		$1K Sell
1,100
-600
-35% -$510 ﹤0.01% 3785
2016
Q2 		$1K Buy
+1,700
New +$1.06K ﹤0.01% 3696
2016
Q1 		– Sell
-1,700
Closed – – 3469
2015
Q4 		$0 Buy
+1,700
New +$470 ﹤0.01% 3800

Other funds holding WRN

AFM
Anson Funds Management Dallas, Texas $2.29B AUM 370.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
SC
Scotia Capital Toronto, Ontario, Canada $24.3B AUM 29.21% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
RE
RBC Europe London, United Kingdom $2.08B AUM 12.2% 1-Year Est. Return

IFP Advisors's WRN Position: Q4 2017 in Review

IFP Advisors sold out of Western Copper and Gold (WRN) in Q4 2017, closing a stake of 1,100 shares — an estimated $1K sold.

IFP Advisors first reported a position in WRN in Q4 2015 and held it in 7 quarters. The position peaked at $2K in Q4 2016. 23 funds tracked by Wall St. Rank hold WRN as of Q4 2017.

  • IFP Advisors reported no remaining Western Copper and Gold position as of Q4 2017 after selling out during the quarter.
  • IFP Advisors sold 1,100 Western Copper and Gold shares in Q4 2017, an estimated $1K.
  • IFP Advisors first reported a position in Western Copper and Gold in Q4 2015 and held it in 7 quarters.
  • IFP Advisors's Western Copper and Gold position peaked at $2K in Q4 2016.
  • 23 funds tracked by Wall St. Rank held Western Copper and Gold as of Q4 2017.

Based on IFP Advisors's 13F filing for Q4 2017, filed 24 Jan 2018.