MSFP
KL

Mark Sheptoff Financial Planning’s Kirkland Lake Gold Ltd Ordinary KL Stock Holding History

Mark Sheptoff Financial Planning’s Portfolio KL Stock Details KL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-3,700
Closed -$166K – 384
2019
Q3 		$166K Buy
3,700
+3,000
+429% +$137K 0.11% 97
2019
Q2 		$30K Buy
+700
New +$24.3K 0.02% 188

Other funds holding KL

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $43.4B AUM 51.29% 1-Year Est. Return
AIMCA
Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Mark Sheptoff Financial Planning's KL Position: Q4 2019 in Review

Mark Sheptoff Financial Planning sold out of Kirkland Lake Gold Ltd Ordinary (KL) in Q4 2019, closing a stake of 3,700 shares — an estimated $166K sold.

Mark Sheptoff Financial Planning first reported a position in KL in Q2 2019 and held it in 2 quarters. The position peaked at $166K in Q3 2019. 281 funds tracked by Wall St. Rank hold KL as of Q4 2019.

  • Mark Sheptoff Financial Planning reported no remaining Kirkland Lake Gold Ltd Ordinary position as of Q4 2019 after selling out during the quarter.
  • Mark Sheptoff Financial Planning sold 3,700 Kirkland Lake Gold Ltd Ordinary shares in Q4 2019, an estimated $166K.
  • Mark Sheptoff Financial Planning first reported a position in Kirkland Lake Gold Ltd Ordinary in Q2 2019 and held it in 2 quarters.
  • Mark Sheptoff Financial Planning's Kirkland Lake Gold Ltd Ordinary position peaked at $166K in Q3 2019.
  • 281 funds tracked by Wall St. Rank held Kirkland Lake Gold Ltd Ordinary as of Q4 2019.

Based on Mark Sheptoff Financial Planning's 13F filing for Q4 2019, filed 10 Feb 2020.