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LBA Wealth Management’s Royal Gold RGLD Stock Holding History

LBA 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
2015
Q4 		– Sell
-8,502
Closed -$399K – 418
2015
Q3 		$399K Buy
+8,502
New +$437K 0.25% 74

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
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
SJIC
St. James Investment Company Southlake, Texas $638M AUM 15.14% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

LBA Wealth Management's RGLD Position: Q4 2015 in Review

LBA Wealth Management sold out of Royal Gold (RGLD) in Q4 2015, closing a stake of 8,502 shares — an estimated $399K sold.

LBA Wealth Management first reported a position in RGLD in Q3 2015 and held it in 1 quarter. The position peaked at $399K in Q3 2015. 247 funds tracked by Wall St. Rank hold RGLD as of Q4 2015.

  • LBA Wealth Management reported no remaining Royal Gold position as of Q4 2015 after selling out during the quarter.
  • LBA Wealth Management sold 8,502 Royal Gold shares in Q4 2015, an estimated $399K.
  • LBA Wealth Management first reported a position in Royal Gold in Q3 2015 and held it in 1 quarter.
  • LBA Wealth Management's Royal Gold position peaked at $399K in Q3 2015.
  • 247 funds tracked by Wall St. Rank held Royal Gold as of Q4 2015.

Based on LBA Wealth Management's 13F filing for Q4 2015, filed 3 Feb 2016.