PFGIA
SAND

Patriot Financial Group Insurance Agency’s Sandstorm Gold SAND Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio SAND Stock Details SAND Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-5,020
Closed -$23K – 1007
2018
Q2 		$23K Hold
5,020
– – 0.02% 271
2018
Q1 		$25K Buy
5,020
+3,990
+387% +$19.5K 0.02% 432
2017
Q4 		$5K Hold
1,030
– – ﹤0.01% 730
2017
Q3 		$5K Hold
1,030
– – ﹤0.01% 705
2017
Q2 		$4K Hold
1,030
– – ﹤0.01% 730
2017
Q1 		$5K Buy
+1,030
New +$4.53K 0.01% 634

Other funds holding SAND

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
SI
Sprott Inc Toronto, Ontario, Canada $3.15B AUM 70.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
EPIM
Equinox Partners Investment Management Stamford, Connecticut $245M AUM 225.58% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Patriot Financial Group Insurance Agency sold out of Sandstorm Gold (SAND) in Q3 2018, closing a stake of 5,020 shares — an estimated $23K sold.

Patriot Financial Group Insurance Agency first reported a position in SAND in Q1 2017 and held it in 6 quarters. The position peaked at $25K in Q1 2018. 131 funds tracked by Wall St. Rank hold SAND as of Q3 2018.

  • Patriot Financial Group Insurance Agency reported no remaining Sandstorm Gold position as of Q3 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 5,020 Sandstorm Gold shares in Q3 2018, an estimated $23K.
  • Patriot Financial Group Insurance Agency first reported a position in Sandstorm Gold in Q1 2017 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Sandstorm Gold position peaked at $25K in Q1 2018.
  • 131 funds tracked by Wall St. Rank held Sandstorm Gold as of Q3 2018.

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