LWM
EGO icon

LBA Wealth Management’s Eldorado Gold EGO Stock Holding History

LBA Wealth Management’s Portfolio EGO Stock Details EGO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-34,266
Closed -$509K – 422
2015
Q4 		$509K Hold
34,266
– – 0.29% 62
2015
Q3 		$552K Buy
+34,266
New +$570K 0.35% 48

Other funds holding EGO

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Toronto Dominion Bank
Toronto Dominion Bank Toronto, Ontario, Ontario, Canada $86.4B AUM 59.51% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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
H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

LBA Wealth Management's EGO Position: Q1 2016 in Review

LBA Wealth Management sold out of Eldorado Gold (EGO) in Q1 2016, closing a stake of 34,266 shares — an estimated $509K sold.

LBA Wealth Management first reported a position in EGO in Q3 2015 and held it in 2 quarters. The position peaked at $552K in Q3 2015. 180 funds tracked by Wall St. Rank hold EGO as of Q1 2016.

  • LBA Wealth Management reported no remaining Eldorado Gold position as of Q1 2016 after selling out during the quarter.
  • LBA Wealth Management sold 34,266 Eldorado Gold shares in Q1 2016, an estimated $509K.
  • LBA Wealth Management first reported a position in Eldorado Gold in Q3 2015 and held it in 2 quarters.
  • LBA Wealth Management's Eldorado Gold position peaked at $552K in Q3 2015.
  • 180 funds tracked by Wall St. Rank held Eldorado Gold as of Q1 2016.

Based on LBA Wealth Management's 13F filing for Q1 2016, filed 5 May 2016.