SWA
TGB

SFMG Wealth Advisors’s Trekor Metals TGB Stock Holding History

SFMG 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
2014
Q4 		– Sell
-16,000
Closed -$27K – 130
2014
Q3 		$27K Hold
16,000
– – 0.01% 90
2014
Q2 		$40K Hold
16,000
– – 0.01% 85
2014
Q1 		$32K Hold
16,000
– – 0.01% 81
2013
Q4 		$34K Hold
16,000
– – 0.01% 79
2013
Q3 		$33K Hold
16,000
– – 0.01% 70
2013
Q2 		$30K Buy
+16,000
New +$35.2K 0.01% 70

Other funds holding TGB

SCP
SailingStone Capital Partners Houston, Texas $440M AUM 127.21% 1-Year Est. Return
GRP
Geologic Resource Partners Boston, Massachusetts $9.22M AUM 48.14% 1-Year Est. Return
VOAM
Vertex One Asset Management Vancouver, British Columbia, Canada $434M AUM 37.82% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
WA
Whitebox Advisors Minneapolis, Minnesota $8.12B AUM 15.85% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

SFMG Wealth Advisors's TGB Position: Q4 2014 in Review

SFMG Wealth Advisors sold out of Trekor Metals (TGB) in Q4 2014, closing a stake of 16,000 shares — an estimated $27K sold.

SFMG Wealth Advisors first reported a position in TGB in Q2 2013 and held it in 6 quarters. The position peaked at $40K in Q2 2014. 69 funds tracked by Wall St. Rank hold TGB as of Q4 2014.

  • SFMG Wealth Advisors reported no remaining Trekor Metals position as of Q4 2014 after selling out during the quarter.
  • SFMG Wealth Advisors sold 16,000 Trekor Metals shares in Q4 2014, an estimated $27K.
  • SFMG Wealth Advisors first reported a position in Trekor Metals in Q2 2013 and held it in 6 quarters.
  • SFMG Wealth Advisors's Trekor Metals position peaked at $40K in Q2 2014.
  • 69 funds tracked by Wall St. Rank held Trekor Metals as of Q4 2014.

Based on SFMG Wealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.