SKK
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Shepherd Kaplan Krochuk’s Royal Gold RGLD Stock Holding History

Shepherd Kaplan Krochuk’s Portfolio RGLD Stock Details RGLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,000
Closed -$63K – 613
2014
Q1 		$63K Buy
+1,000
New +$61.5K 0.01% 556
2013
Q3 		– Sell
-5,149
Closed -$217K – 636
2013
Q2 		$217K Buy
+5,149
New +$279K 0.04% 407

Other funds holding RGLD

VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
TAM
Tocqueville Asset Management New York $7.56B AUM 44.87% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Shepherd Kaplan Krochuk's RGLD Position: Q2 2014 in Review

Shepherd Kaplan Krochuk sold out of Royal Gold (RGLD) in Q2 2014, closing a stake of 1,000 shares — an estimated $63K sold.

Shepherd Kaplan Krochuk first reported a position in RGLD in Q2 2013 and held it in 2 quarters. The position peaked at $217K in Q2 2013. 228 funds tracked by Wall St. Rank hold RGLD as of Q2 2014.

  • Shepherd Kaplan Krochuk reported no remaining Royal Gold position as of Q2 2014 after selling out during the quarter.
  • Shepherd Kaplan Krochuk sold 1,000 Royal Gold shares in Q2 2014, an estimated $63K.
  • Shepherd Kaplan Krochuk first reported a position in Royal Gold in Q2 2013 and held it in 2 quarters.
  • Shepherd Kaplan Krochuk's Royal Gold position peaked at $217K in Q2 2013.
  • 228 funds tracked by Wall St. Rank held Royal Gold as of Q2 2014.

Based on Shepherd Kaplan Krochuk's 13F filing for Q2 2014, filed 14 Aug 2014.