PFGIA
ALO

Patriot Financial Group Insurance Agency’s Alio Gold Inc ALO Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio ALO Stock Details ALO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-1,538
Closed -$5K – 1001
2017
Q4 		$5K Sell
1,538
-2,000
-57% -$7.25K ﹤0.01% 748
2017
Q3 		$16K Hold
3,538
– – 0.01% 458
2017
Q2 		$15K Sell
3,538
-1
-0% -$5 0.02% 452
2017
Q1 		$13K Buy
+3,539
New +$13.2K 0.01% 452

Other funds holding ALO

AF
Aegis Financial Mc Lean, Virginia $633M AUM 87.77% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
SVG
Sun Valley Gold Sun Valley, Idaho $63.2M AUM 182.76% 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
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AII
AGF Investments Inc Toronto, Ontario, Canada $10.6B AUM 4.37% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LC
Loews Corp New York $11.9B AUM 8.99% 1-Year Est. Return

Patriot Financial Group Insurance Agency's ALO Position: Q1 2018 in Review

Patriot Financial Group Insurance Agency sold out of Alio Gold Inc (ALO) in Q1 2018, closing a stake of 1,538 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in ALO in Q1 2017 and held it in 4 quarters. The position peaked at $16K in Q3 2017. 40 funds tracked by Wall St. Rank hold ALO as of Q1 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Alio Gold Inc position as of Q1 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 1,538 Alio Gold Inc shares in Q1 2018, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Alio Gold Inc in Q1 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's Alio Gold Inc position peaked at $16K in Q3 2017.
  • 40 funds tracked by Wall St. Rank held Alio Gold Inc as of Q1 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q1 2018, filed 14 May 2018.