Lee Financial’s Royal Gold RGLD Stock Holding History

Lee Financial’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
2018 Q3	–	Sell	-40	Closed	-$4K	–	659
2018 Q2	$4K	Sell	40 -35	-47%	-$3.13K	﹤0.01%	658
2018 Q1	$6K	Buy	+75	New	+$6.32K	﹤0.01%	600
2017 Q1	–	Sell	-140	Closed	-$9K	–	424
2016 Q4	$9K	Buy	+140	New	+$9.53K	0.01%	304

Other funds holding RGLD

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's RGLD Position: Q3 2018 in Review

Lee Financial sold out of Royal Gold (RGLD) in Q3 2018, closing a stake of 40 shares — an estimated $4K sold.

Lee Financial first reported a position in RGLD in Q4 2016 and held it in 3 quarters. The position peaked at $9K in Q4 2016. 312 funds tracked by Wall St. Rank hold RGLD as of Q3 2018.

Lee Financial reported no remaining Royal Gold position as of Q3 2018 after selling out during the quarter.
Lee Financial sold 40 Royal Gold shares in Q3 2018, an estimated $4K.
Lee Financial first reported a position in Royal Gold in Q4 2016 and held it in 3 quarters.
Lee Financial's Royal Gold position peaked at $9K in Q4 2016.
312 funds tracked by Wall St. Rank held Royal Gold as of Q3 2018.

Based on Lee Financial's 13F filing for Q3 2018, filed 7 Nov 2018.