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Patriot Financial Group Insurance Agency’s IAMGOLD IAG Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio IAG Stock Details IAG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,470
Closed -$20K – 1000
2018
Q2 		$20K Sell
3,470
-900
-21% -$5.17K 0.02% 290
2018
Q1 		$23K Buy
4,370
+3,335
+322% +$18.6K 0.02% 443
2017
Q4 		$6K Hold
1,035
– – ﹤0.01% 689
2017
Q3 		$7K Hold
1,035
– – 0.01% 629
2017
Q2 		$5K Hold
1,035
– – 0.01% 674
2017
Q1 		$4K Buy
+1,035
New +$4.41K ﹤0.01% 663

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DSC
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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $6.74B AUM 32.29% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return

Patriot Financial Group Insurance Agency's IAG Position: Q3 2018 in Review

Patriot Financial Group Insurance Agency sold out of IAMGOLD (IAG) in Q3 2018, closing a stake of 3,470 shares — an estimated $20K sold.

Patriot Financial Group Insurance Agency first reported a position in IAG in Q1 2017 and held it in 6 quarters. The position peaked at $23K in Q1 2018. 161 funds tracked by Wall St. Rank hold IAG as of Q3 2018.

  • Patriot Financial Group Insurance Agency reported no remaining IAMGOLD position as of Q3 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 3,470 IAMGOLD shares in Q3 2018, an estimated $20K.
  • Patriot Financial Group Insurance Agency first reported a position in IAMGOLD in Q1 2017 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's IAMGOLD position peaked at $23K in Q1 2018.
  • 161 funds tracked by Wall St. Rank held IAMGOLD as of Q3 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2018, filed 30 Oct 2018.