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Obermeyer Wealth Partners’s Royal Gold RGLD Stock Holding History

Obermeyer Wealth Partners’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
2013
Q3 		– Sell
-1,267
Closed -$53K – 228
2013
Q2 		$53K Buy
+1,267
New +$68.6K 0.01% 121

Other funds holding RGLD

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Obermeyer Wealth Partners's RGLD Position: Q3 2013 in Review

Obermeyer Wealth Partners sold out of Royal Gold (RGLD) in Q3 2013, closing a stake of 1,267 shares — an estimated $53K sold.

Obermeyer Wealth Partners first reported a position in RGLD in Q2 2013 and held it in 1 quarter. The position peaked at $53K in Q2 2013. 221 funds tracked by Wall St. Rank hold RGLD as of Q3 2013.

  • Obermeyer Wealth Partners reported no remaining Royal Gold position as of Q3 2013 after selling out during the quarter.
  • Obermeyer Wealth Partners sold 1,267 Royal Gold shares in Q3 2013, an estimated $53K.
  • Obermeyer Wealth Partners first reported a position in Royal Gold in Q2 2013 and held it in 1 quarter.
  • Obermeyer Wealth Partners's Royal Gold position peaked at $53K in Q2 2013.
  • 221 funds tracked by Wall St. Rank held Royal Gold as of Q3 2013.

Based on Obermeyer Wealth Partners's 13F filing for Q3 2013, filed 18 Oct 2013.