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Legacy Financial Advisors’s B2Gold BTG Stock Holding History

Legacy Financial Advisors’s Portfolio BTG Stock Details BTG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,200
Closed -$4K – 1063
2018
Q4 		$4K Hold
1,200
– – ﹤0.01% 765
2018
Q3 		$2K Hold
1,200
– – ﹤0.01% 795
2018
Q2 		$3K Hold
1,200
– – ﹤0.01% 768
2018
Q1 		$3K Buy
+1,200
New +$3.53K ﹤0.01% 706

Other funds holding BTG

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

Legacy Financial Advisors's BTG Position: Q1 2019 in Review

Legacy Financial Advisors sold out of B2Gold (BTG) in Q1 2019, closing a stake of 1,200 shares — an estimated $4K sold.

Legacy Financial Advisors first reported a position in BTG in Q1 2018 and held it in 4 quarters. The position peaked at $4K in Q4 2018. 153 funds tracked by Wall St. Rank hold BTG as of Q1 2019.

  • Legacy Financial Advisors reported no remaining B2Gold position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 1,200 B2Gold shares in Q1 2019, an estimated $4K.
  • Legacy Financial Advisors first reported a position in B2Gold in Q1 2018 and held it in 4 quarters.
  • Legacy Financial Advisors's B2Gold position peaked at $4K in Q4 2018.
  • 153 funds tracked by Wall St. Rank held B2Gold as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.