OWA
TGB

One Wealth Advisors’s Trekor Metals TGB Stock Holding History

One Wealth Advisors’s Portfolio TGB Stock Details TGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-442
Closed -$1K – 575
2017
Q4 		$1K Buy
+442
New +$957 ﹤0.01% 548

Other funds holding TGB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
SCP
SailingStone Capital Partners Houston, Texas $534M AUM 51.9% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
GMI
Greystone Managed Investments Regina, Saskatchewan, Canada $1.65B AUM 7.9% 1-Year Est. Return
Connor, Clark & Lunn Investment Management (CC&L)
Connor, Clark & Lunn Investment Management (CC&L) Vancouver, British Columbia, Canada $52.8B AUM 58.98% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Axa
Axa Paris, France $91.9M AUM 27.41% 1-Year Est. Return

One Wealth Advisors's TGB Position: Q1 2018 in Review

One Wealth Advisors sold out of Trekor Metals (TGB) in Q1 2018, closing a stake of 442 shares — an estimated $1K sold.

One Wealth Advisors first reported a position in TGB in Q4 2017 and held it in 1 quarter. The position peaked at $1K in Q4 2017. 89 funds tracked by Wall St. Rank hold TGB as of Q1 2018.

  • One Wealth Advisors reported no remaining Trekor Metals position as of Q1 2018 after selling out during the quarter.
  • One Wealth Advisors sold 442 Trekor Metals shares in Q1 2018, an estimated $1K.
  • One Wealth Advisors first reported a position in Trekor Metals in Q4 2017 and held it in 1 quarter.
  • One Wealth Advisors's Trekor Metals position peaked at $1K in Q4 2017.
  • 89 funds tracked by Wall St. Rank held Trekor Metals as of Q1 2018.

Based on One Wealth Advisors's 13F filing for Q1 2018, filed 15 May 2018.